WELL PLANNED FINANCIAL, LLC
EIN 88-2738359BEACHWOOD, OH
WELL PLANNED FINANCIAL, LLC (EIN 88-2738359) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $370K in plan assets and 12 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
Plans filed
2
Participants
12
Total assets
$370K
A WELL PLANNED FINANCIAL, LLC employee? See the WELL PLANNED FINANCIAL, LLC 401(k) plan — assets, recordkeeper, and how to find and check your account.
Form 5500 plans filed under EIN 88-2738359
Form 5500 search →| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| WELL PLANNED FINANCIAL CASH BALANCE PLAN | 002 | 5 | $266K |
| WELL PLANNED FINANCIAL 401K PROFIT SHARING PLAN | 001 | 7 | $104K |
About this EIN
88-2738359 is the Employer Identification Number (EIN) WELL PLANNED FINANCIAL, 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 Ohio EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?