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  1. Companies/
  2. Focus Wealth Planning Inc.

Filings through Oct 24, 2026.

Focus Wealth Planning Inc.

EIN 83-0838150-Finance and Insurance-Latest filing 2024
Plans
1
Retirement
1
$268K assets
Health & Benefits
0
Participants
3
555 S. PERRYVILLE RD SUITE 213 - ROCKFORD, IL 61108815-633-8844
Plans on this EIN
1 filing
#001401(k)-$268K - 3 part

Plan summaries

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

Retirement#001

FOCUS FINANCIAL ADVISORS 401(K) PLAN

401(k)

Assets$268K
Participants3
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
#001FOCUS FINANCIAL ADVISORS 401(K) PLAN401(k)$268K32024
  • FOCUS FINANCIAL ADVISORS 401(K) PLAN$268K
    #001 · 401(k) · 20243
Retirement plans
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