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  2. Spencer Wilson Financial Managem

Filings through Oct 24, 2026.

Spencer Wilson Financial Managem

EIN 27-4412200-financial services-Latest filing 2025
Plans
1
Retirement
1
$50K assets
Health & Benefits
0
Participants
2
18652 FLORIDA ST. STE 365 - HUNTINGTON BEACH, CA 92648562-438-4333wilsontaxes.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$50K - 2 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

SPENCER WILSON FINANCIAL MANAGEMENT SERVICES -401K

401(k)

Assets$50K
Participants2
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001SPENCER WILSON FINANCIAL MANAGEMENT SERVICES -401K401(k)$50K22025
  • SPENCER WILSON FINANCIAL MANAGEMENT SERVICES -401K$50K
    #001 · 401(k) · 20252
Retirement plans
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