Form 5500 Search

BOURKE WEALTH MANAGEMENT

EIN 82-4327738SANTA BARBARA, CA

BOURKE WEALTH MANAGEMENT (EIN 82-4327738) has filed 1 Form 5500 plan with the U.S. Department of Labor, covering $979K in plan assets and 4 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.

Plans filed
1
Participants
4
Total assets
$979K
A BOURKE WEALTH MANAGEMENT employee? See the BOURKE WEALTH MANAGEMENT 401(k) plan — assets, recordkeeper, and how to find and check your account.

Form 5500 plans filed under EIN 82-4327738

Form 5500 search →
PlanPlan #ParticipantsAssets
BWM 401(K) PLAN0014$979K

About this EIN

82-4327738 is the Employer Identification Number (EIN) BOURKE WEALTH MANAGEMENT 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?

BOURKE WEALTH MANAGEMENT EIN & Form 5500