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  1. Companies/
  2. Pacific Financial Planners LLC

Filings through Oct 24, 2026.

Pacific Financial Planners LLC

EIN 56-2472811-Administrative and Support and Waste Management and Remediation Services-Latest filing 2025
Plans
1
Retirement
1
$61K assets
Health & Benefits
0
Participants
5
30131 TOWN CENTER DR - LAGUNA NIGUEL, CA 926772034949-219-0692
Plans on this EIN
1 filing
#001401(k)-$61K - 5 part

Plan summaries

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

Retirement#001

PACIFIC FINANCIAL PLANNERS LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k)

Assets$61K
Participants5
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
#001PACIFIC FINANCIAL PLANNERS LLC 401(K) PROFIT SHARING PLAN & TRUST401(k)$61K52025
  • PACIFIC FINANCIAL PLANNERS LLC 401(K) PROFIT SHARING PLAN & TRUST$61K
    #001 · 401(k) · 20255
Retirement plans
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