COURTNEY WEALTH MANAGEMENT, INC.
EIN 82-0968684WESTLAKE VILLAGE, CA
COURTNEY WEALTH MANAGEMENT, INC. (EIN 82-0968684) has filed 1 Form 5500 plan with the U.S. Department of Labor, covering $228K 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
1
Participants
6
Total assets
$228K
A COURTNEY WEALTH MANAGEMENT, INC. employee? See the COURTNEY WEALTH MANAGEMENT, INC. 401(k) plan — assets, recordkeeper, and how to find and check your account.
Form 5500 plans filed under EIN 82-0968684
Form 5500 search →| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| COURTNEY WEALTH MANAGEMENT, INC. 401(K) PLAN | 001 | 6 | $228K |
About this EIN
82-0968684 is the Employer Identification Number (EIN) COURTNEY 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?