JEFFREY WEALTH MANAGEMENT, INC.
EIN 27-1555679LYNCHBURG, VA
JEFFREY WEALTH MANAGEMENT, INC. (EIN 27-1555679) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $1.0M 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
$1.0M
A JEFFREY WEALTH MANAGEMENT, INC. employee? See the JEFFREY WEALTH MANAGEMENT, INC. 401(k) plan — assets, recordkeeper, and how to find and check your account.
Form 5500 plans filed under EIN 27-1555679
Form 5500 search →| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| JEFFREY WEALTH MANAGEMENT CASH BALANCE PLAN | 002 | 2 | $507K |
| JEFFREY WEALTH MANAGEMENT 401(K) PLAN | 001 | 2 | $506K |
About this EIN
27-1555679 is the Employer Identification Number (EIN) JEFFREY 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 Virginia EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?