STRATEGIC WEALTH PLANNING, INC.
EIN 20-3741670BONITA SPRINGS, FL
STRATEGIC WEALTH PLANNING, INC. (EIN 20-3741670) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $1.6M in plan assets and 4 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
Plans filed
2
Participants
4
Total assets
$1.6M
A STRATEGIC WEALTH PLANNING, INC. employee? See the STRATEGIC WEALTH PLANNING, INC. 401(k) plan — assets, recordkeeper, and how to find and check your account.
Form 5500 plans filed under EIN 20-3741670
Form 5500 search →| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| STRATEGIC WEALTH PLANNING, INC. RETIREMENT PLAN | 002 | 4 | $1.6M |
| STRATEGIC WEALTH PLANNING, INC. DEFINED BENEFIT PENSION PLAN | 001 | 0 | $0 |
About this EIN
20-3741670 is the Employer Identification Number (EIN) STRATEGIC WEALTH PLANNING, INC. 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 Florida EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?