Merit Wealth Management (EIN 47-5016308) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $1.7M in plan assets and 14 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Merit Wealth Management Defined Benefit Pension Plan | 002 | 7 | $1.2M |
| Merit Wealth Management 401(k) Profit Sharing Plan | 001 | 7 | $546K |
47-5016308 is the Employer Identification Number (EIN) Merit 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 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?
