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| Company Name: | WEALTH & TAX PLANNERS LLC |
| Employer identification number (EIN): | 880731685 |
| NAIC Classification: | 523900 |
The following addresses have been detected on the 401k submissions:
| USA Location Address | ||||||
|---|---|---|---|---|---|---|
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| Date first seen: 2007-01-01 | ||||||
| Date last seen: 2025-07-31 | ||||||
| 401k Sponsor USA Address | ||||||
|---|---|---|---|---|---|---|
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| Date first seen: 2007-01-01 | ||||||
| Date last seen: 2024-10-10 | ||||||
| Date | Description |
|---|---|
| 2024-10-10 | 880731685 Change of name detected from MARK A. GREENBERG to WEALTH & TAX PLANNERS LLC |
| Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
|---|---|---|---|
| 002 | MARK A. GREENBERG DEFINED BENEFIT PLAN & TRUST | 2023-01-01 | 2020-01-01 |
| 001 | MARK A. GREENBERG 401(K) PLAN & TRUST | 2023-01-01 | 2020-01-01 |
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