Next Level Planning & Wealth Management (EIN 39-2041898) has filed 1 Form 5500 plan with the U.S. Department of Labor, covering $2.3M in plan assets and 23 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Next Level Planning & Wealth Management 401(k) Plan | 001 | 23 | $2.3M |
39-2041898 is the Employer Identification Number (EIN) Next Level Planning & Wealth Management 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 Wisconsin EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
