Wealth Legacy Group Inc. (EIN 20-8614580) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $1.4M 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 |
|---|---|---|---|
| Wealth Legacy Group Inc. Cash Balance Plan | 002 | 2 | $716K |
| Wealth Legacy Group Inc. 401(k) Profit Sharing Plan & Trust | 001 | 2 | $683K |
20-8614580 is the Employer Identification Number (EIN) Wealth Legacy Group 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 California EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
