WHATLEY FINANCIAL GROUP, LLC
EIN 81-1039988BIRMINGHAM, AL
WHATLEY FINANCIAL GROUP, LLC (EIN 81-1039988) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $2.1M in plan assets and 6 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
Plans filed
2
Participants
6
Total assets
$2.1M
A WHATLEY FINANCIAL GROUP, LLC employee? See the WHATLEY FINANCIAL GROUP, LLC 401(k) plan — assets, recordkeeper, and how to find and check your account.
Form 5500 plans filed under EIN 81-1039988
Form 5500 search →| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| WHATLEY FINANCIAL GROUP, LLC 401(K) PLAN | 001 | 3 | $1.7M |
| WHATLEY FINANCIAL GROUP LLC CASH BALANCE PENSION PLAN | 002 | 3 | $335K |
About this EIN
81-1039988 is the Employer Identification Number (EIN) WHATLEY FINANCIAL GROUP, LLC 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 Alabama EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?