WEALTH & TAX PLANNERS LLC
EIN 88-0731685WALNUT CREEK, CA
WEALTH & TAX PLANNERS LLC (EIN 88-0731685) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $1.4M 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
$1.4M
A WEALTH & TAX PLANNERS LLC employee? See the WEALTH & TAX PLANNERS LLC 401(k) plan — assets, recordkeeper, and how to find and check your account.
Form 5500 plans filed under EIN 88-0731685
Form 5500 search →| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| MARK A. GREENBERG DEFINED BENEFIT PLAN & TRUST | 002 | 2 | $1.1M |
| MARK A. GREENBERG 401(K) PLAN & TRUST | 001 | 2 | $323K |
About this EIN
88-0731685 is the Employer Identification Number (EIN) WEALTH & TAX PLANNERS 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 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?