Form 5500 Search

Wharton Insurance and Financial Services, Inc.

CARMEL, IN

Wharton Insurance and Financial Services, Inc. (EIN 35-2144739) has filed 1 Form 5500 plan with the U.S. Department of Labor, covering $668K in plan assets and 2 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.

Plans filed
1
Participants
2
Total assets
$668K
A Wharton Insurance and Financial Services, Inc. employee? See the Wharton Insurance and Financial Services, Inc. 401(k) plan — assets, recordkeeper, and how to find and check your account.

Form 5500 plans filed under EIN 35-2144739

Form 5500 search →
PlanPlan #ParticipantsAssets
Wharton Retirement Plan0012$668K

About this EIN

35-2144739 is the Employer Identification Number (EIN) Wharton Insurance and Financial Services, 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 Indiana EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?

Wharton Insurance and Financial Services,… EIN & Form 5500