Form 5500 Search

LIBERTY WEALTH MANAGEMENT LLC

EIN 87-2796073HILTON HEAD ISLAND, SC

LIBERTY WEALTH MANAGEMENT LLC (EIN 87-2796073) has filed 1 Form 5500 plan with the U.S. Department of Labor, covering $63K in plan assets and 2 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.

Plans filed
1
Participants
2
Total assets
$63K
A LIBERTY WEALTH MANAGEMENT LLC employee? See the LIBERTY WEALTH MANAGEMENT LLC 401(k) plan — assets, recordkeeper, and how to find and check your account.

Form 5500 plans filed under EIN 87-2796073

Form 5500 search →
PlanPlan #ParticipantsAssets
LIBERTY WEALTH MANAGEMENT LLC 401(K) PLAN & TRUST0012$63K

About this EIN

87-2796073 is the Employer Identification Number (EIN) LIBERTY WEALTH MANAGEMENT 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 South Carolina EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?

LIBERTY WEALTH MANAGEMENT LLC EIN & Form 5500