Angelo Planning Group, LLC (EIN 20-2037995) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $2.5M in plan assets and 17 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Angelo Planning Group, LLC 401(k) Plan | 001 | 9 | $1.7M |
| Angelo Planning Group, LLC Cash Balance Plan | 002 | 8 | $757K |
20-2037995 is the Employer Identification Number (EIN) Angelo Planning Group, LLC reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on New York EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
