Wilcox Financial (EIN 34-1366050) has filed 3 Form 5500 plans with the U.S. Department of Labor, covering $734K in plan assets and 15 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Wilcox Financial Retirement Plan | 001 | 7 | $699K |
| Wilcox Financial Welfare Plan B | 502 | 6 | $19K |
| Wilcox Financial Welfare Plan a | 501 | 2 | $15K |
34-1366050 is the Employer Identification Number (EIN) Wilcox Financial 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 Ohio EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
