California Wealth Advisors (EIN 47-4312105) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $251K in plan assets and 4 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| California Wealth Advisors 401(k) Profit Sharing Plan | 001 | 2 | $251K |
| California Wealth Advisors Cash Balance Pension Plan | 002 | 2 | $0 |
47-4312105 is the Employer Identification Number (EIN) California Wealth Advisors 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?
