La Pointe Wealth Management, Inc. (EIN 80-0130583) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $12.1M in plan assets and 6 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| La Pointe Wealth Management, Inc. 401(k) Profit Sharing Plan | 001 | 6 | $12.1M |
| La Pointe Wealth Management, Inc. Defined Benefit Pension Plan | 002 | 0 | $0 |
80-0130583 is the Employer Identification Number (EIN) La Pointe Wealth Management, 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?
