MILTON WEALTH ADVISORS, INC.
EIN 33-0935983TEMECULA, CA
MILTON WEALTH ADVISORS, INC. (EIN 33-0935983) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $2.2M in plan assets and 8 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
Plans filed
2
Participants
8
Total assets
$2.2M
A MILTON WEALTH ADVISORS, INC. employee? See the MILTON WEALTH ADVISORS, INC. 401(k) plan — assets, recordkeeper, and how to find and check your account.
Form 5500 plans filed under EIN 33-0935983
Form 5500 search →| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| MILTON WEALTH ADVISORS, INC. DEFINED BENEFIT PENSION PLAN | 002 | 3 | $1.4M |
| MILTON WEALTH ADVISORS, INC. 401(K) PROFIT SHARING PLAN | 001 | 5 | $788K |
About this EIN
33-0935983 is the Employer Identification Number (EIN) MILTON WEALTH ADVISORS, 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?