BERSCHLER ASSOCIATES 401(K) PLAN & TRUST

[ EIN: 01-0548627 | Plan No. 001 ]

Form 5500 records indicate that BERSCHLER ASSOCIATES 401(K) PLAN & TRUST is a Profit Sharing plan sponsored by BERSCHLER ASSOCIATES, PC. The plan is classified as a Small Plan with 2 participants and assets totaling $15,289 for the 2021 plan year.

Profit Sharing plans are subject to ERISA disclosure requirements and annual reporting obligations.

Plan Sponsor: BERSCHLER ASSOCIATES, PC

Location: 22 BATTERY STREET, SUITE 810, SAN FRANCISCO, CA 94111

EIN: 010548627

Plan Number: 001

Plan Year: 2021

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: Profit Sharing

Participants: 2

Total Assets: $15,289