DOL Form 5500 · JSON-LD · Markdown

CYPRESS WEALTH SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST

Sponsored by CYPRESS WEALTH SERVICES LLC · EIN 822079022 · CA

Participants
8
Active
4
Retired/sep receiving
0
Beneficiaries
0

Pension benefits

2E2F2G2J2K2R2T3D 2E2F2G2J2K2R2T3D

Sponsor + Administrator

SponsorCYPRESS WEALTH SERVICES LLC
Sponsor EIN822079022
Address74150 COUNTRY CLUB DR, PALM DESERT, CA, 922601655
Phone7608347219
Business code (NAICS)812990
Plan number001
Plan effective2017-01-01
Filed for year2024
FundingTrust

External sources

Source: DOL EBSA Form 5500 disclosure. Public domain.