Family Wealth Advisors (EIN 20-2076110) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $771K in plan assets and 4 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Family Wealth Advisors Cash Balance Plan | 002 | 2 | $513K |
| Family Wealth Advisors, LLC 401(k) Plan | 001 | 2 | $258K |
20-2076110 is the Employer Identification Number (EIN) Family Wealth Advisors 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 Arizona EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
