Salient Wealth Planning Group, Inc. (EIN 86-2448236) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $999K in plan assets and 6 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Salient Wealth Planning Group Cash Balance Plan | 002 | 3 | $912K |
| Salient Wealth Planning Group Profit Sharing Plan | 001 | 3 | $86K |
86-2448236 is the Employer Identification Number (EIN) Salient Wealth Planning Group, 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?
