LS Project LLC d/b/a Boggs & Company Wealth Management (EIN 86-3738236) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $2.2M in plan assets and 20 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Boggs & Company Wealth Management Cash Balance Plan | 002 | 8 | $1.2M |
| Boggs & Company Wealth Management 401(k) Profit Sharing Plan | 001 | 12 | $1.0M |
86-3738236 is the Employer Identification Number (EIN) LS Project LLC d/b/a Boggs & Company 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 Maryland EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
