APTUS WEALTH PLANNING, LLC
EIN 84-3638874SEWICKLEY, PA
APTUS WEALTH PLANNING, LLC (EIN 84-3638874) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $735K 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
2
Participants
4
Total assets
$735K
A APTUS WEALTH PLANNING, LLC employee? See the APTUS WEALTH PLANNING, LLC 401(k) plan — assets, recordkeeper, and how to find and check your account.
Form 5500 plans filed under EIN 84-3638874
Form 5500 search →| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| APTUS WEALTH PLANNING 401(K) PLAN | 001 | 2 | $482K |
| APTUS WEALTH PLANNING, LLC CASH BALANCE PENSION PLAN | 002 | 2 | $253K |
About this EIN
84-3638874 is the Employer Identification Number (EIN) APTUS WEALTH PLANNING, 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 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?