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SERENITY FINANCIAL PLANNING LLC

EIN 82-0600663-financial services-Latest filing 2025
Plans
1
Retirement
1
$299K assets
Welfare
0
Participants
4
16870 W BERNARDO DR, STE 400 - SAN DIEGO, CA 92127925-786-1490serenityfinancialplanning.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$299K - 4 part

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Retirement#001

SERENITY FINANCIAL PLANNING LLC 401(K) PROFIT SHARING PLAN & TRU

401k

Assets$299K
Participants4
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SERENITY FINANCIAL PLANNING LLC 401(K) PROFIT SHARING PLAN & TRU401k$299K42025
Retirement plans
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