[ EIN: 01-0561546 | Plan No. 001 ]
Form 5500 filing classifies HOLMES FINANCIAL 401(K) PLAN as a 401(k) plan, sponsored by HOLMES AND ASSOCIATES FINANCIAL SERVICES, LLC. The plan is a Small Plan with 3 participants and total assets of $1,308,310 reported for the 2023 plan year.
Plan Sponsor: HOLMES AND ASSOCIATES FINANCIAL SERVICES, LLC
Location: 20 COURTHOUSE SQUARE, SUITE 217, ROCKVILLE, MD 20850
EIN: 010561546
Plan Number: 001
Plan Year: 2023
Plan Size: Small Plan
Plan Entity Type: Defined Contribution
Plan Type: 401(k)
Participants: 3
Total Assets: $1,308,310
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