Shintani Wealth Management Services
EIN 99-5106609SAN CLEMENTE, CA
Shintani Wealth Management Services (EIN 99-5106609) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $2.3M in plan assets and 10 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
Plans filed
2
Participants
10
Total assets
$2.3M
A Shintani Wealth Management Services employee? See the Shintani Wealth Management Services 401(k) plan — assets, recordkeeper, and how to find and check your account.
Form 5500 plans filed under EIN 99-5106609
Form 5500 search →| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Shintani Wealth Management Services 401(k) Profit Sharing Plan | 001 | 5 | $2.1M |
| Shintani Wealth Management Services Cash Balance Plan | 002 | 5 | $264K |
About this EIN
99-5106609 is the Employer Identification Number (EIN) Shintani Wealth Management Services 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?