Wallace & Toney Valuation Advisors Inc. (EIN 68-0070035) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $384K in plan assets and 9 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Wallace & Toney Valuation Advisors Inc. Cash Balance Pension Plan | 002 | 6 | $384K |
| Wallace & Toney Valuation Advisors Inc. 401(k) Profit Sharing Plan | 001 | 3 | $0 |
68-0070035 is the Employer Identification Number (EIN) Wallace & Toney Valuation 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?
