Pacific Excel Wealth Advisors, Inc. (EIN 46-3269244) has filed 1 Form 5500 plan with the U.S. Department of Labor, covering $352K in plan assets and 2 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Pacific Excel Wealth Advisors, Inc. 401(k) Profit Sharing Plan | 001 | 2 | $352K |
46-3269244 is the Employer Identification Number (EIN) Pacific Excel 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?
