CIRCLE WEALTH MANAGEMENT, LLC
EIN 20-8168874SUMMIT, NJ
CIRCLE WEALTH MANAGEMENT, LLC (EIN 20-8168874) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $4.9M in plan assets and 34 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
Plans filed
2
Participants
34
Total assets
$4.9M
A CIRCLE WEALTH MANAGEMENT, LLC employee? See the CIRCLE WEALTH MANAGEMENT, LLC 401(k) plan — assets, recordkeeper, and how to find and check your account.
Form 5500 plans filed under EIN 20-8168874
Form 5500 search →| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| CIRCLE WEALTH MANAGEMENT, LLC 401(K) PLAN | 001 | 19 | $3.8M |
| CIRCLE WEALTH MANAGEMENT, LLC CASH BALANCE PLAN | 002 | 15 | $1.1M |
About this EIN
20-8168874 is the Employer Identification Number (EIN) CIRCLE WEALTH MANAGEMENT, 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 Jersey EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?