Lake Tahoe Wealth Management, Inc. (EIN 37-1801101) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $2.3M in plan assets and 10 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Lake Tahoe Wealth Management 401(k) Plan | 001 | 5 | $1.3M |
| Lake Tahoe Wealth Management Cash Balance Plan | 002 | 5 | $931K |
37-1801101 is the Employer Identification Number (EIN) Lake Tahoe 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?
