Kalispell Estate Planning, Inc. (EIN 20-5512918) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $4.0M in plan assets and 12 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Kalispell Estate Planning, Inc. 401(k) Profit Sharing Plan | 001 | 6 | $3.3M |
| Kalispell Estate Planning, Inc. Cash Balance Plan | 002 | 6 | $772K |
20-5512918 is the Employer Identification Number (EIN) Kalispell Estate 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 Montana EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
