Alpha Omega Financial Advisory, Inc. (EIN 86-2466147) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $2.6M in plan assets and 4 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Alpha Omega Financial, Inc. Cash Balance Plan | 002 | 2 | $1.7M |
| Alpha Omega Financial, Inc. 401(k) Safe Harbor Profit Sharing Plan | 001 | 2 | $960K |
86-2466147 is the Employer Identification Number (EIN) Alpha Omega Financial Advisory, 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 Florida EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
