SYNERGY WEALTH MANAGEMENT, INC.
EIN 26-0609095LOS ANGELES, CA
SYNERGY WEALTH MANAGEMENT, INC. (EIN 26-0609095) has filed 1 Form 5500 plan with the U.S. Department of Labor, covering $199K 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
1
Participants
4
Total assets
$199K
A SYNERGY WEALTH MANAGEMENT, INC. employee? See the SYNERGY WEALTH MANAGEMENT, INC. 401(k) plan — assets, recordkeeper, and how to find and check your account.
Form 5500 plans filed under EIN 26-0609095
Form 5500 search →| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| SWM, INC. 401(K) PROFIT SHARING PLAN & TRUST | 001 | 4 | $199K |
About this EIN
26-0609095 is the Employer Identification Number (EIN) SYNERGY WEALTH MANAGEMENT, 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?