PACIFIC WEALTH MANAGEMENT, LLC 401(K) RETIREMENT SAVINGS PLAN

[ EIN: 33-0310852 | Plan No. 001 ]

Form 5500 filing classifies PACIFIC WEALTH MANAGEMENT, LLC 401(K) RETIREMENT SAVINGS PLAN as a 401(k) plan, sponsored by PACIFIC WEALTH MANAGEMENT, LLC. The plan is a Small Plan with 5 participants and total assets of $1,218,671 reported for the 2018 plan year.

These filings allow insight into employer-sponsored plan structure, participation levels, and financial data.


Plan Sponsor: PACIFIC WEALTH MANAGEMENT, LLC

Location: 11512 EL CAMINO REAL, SAN DIEGO, CA 92130

EIN: 330310852

Plan Number: 001

Plan Year: 2018

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 5

Total Assets: $1,218,671


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