Encompass Wealth & Legacy Planning, Inc. (EIN 82-2233463) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $992K 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 |
|---|---|---|---|
| Encompass Wealth & Legacy Planning, Inc. 401(k) Plan | 001 | 5 | $773K |
| Encompass Wealth & Legacy Planning, Inc. Cash Balance Plan | 002 | 9 | $219K |
82-2233463 is the Employer Identification Number (EIN) Encompass Wealth & Legacy Planning, 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 Pennsylvania EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
