OpenERISA

Teamwork Financial Advisors, LLC

San Antonio, TX, 78257

EIN 90-0884395
Plans
2
Total participants
123
Filing years
2024, 2023, 2022, 2021
NAICS
523900

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500-SF001Teamwork Financial 401(K) Savings Plan18
2024Form 5500-SF002Teamwork Financial Cash Balance Plan15
2023Form 5500-SF001Teamwork Financial 401(K) Savings Plan17
2023Form 5500-SF002Teamwork Financial Cash Balance Plan15
2022Form 5500-SF001Teamwork Financial 401(K) Savings Plan16
2022Form 5500-SF002Teamwork Financial Cash Balance Plan16
2021Form 5500-SF001Teamwork Financial 401(K) Savings Plan13
2021Form 5500-SF002Teamwork Financial Cash Balance Plan13

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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