MUNICIPAL PORTFOLIO MANAGERS, INC. CASH BALANCE PLAN

[ EIN: 01-0635563 | Plan No. 002 ]

The MUNICIPAL PORTFOLIO MANAGERS, INC. CASH BALANCE PLAN plan, sponsored by MUNICIPAL PORTFOLIO MANAGERS, INC., is listed in Form 5500 data as a Defined Benefit plan. The filing reports 5 participants and total assets of $20,865 for plan year 2017.

Defined Benefit plans are subject to ERISA disclosure requirements and annual reporting obligations.

Plan Sponsor: MUNICIPAL PORTFOLIO MANAGERS, INC.

Location: ONE ALLIANCE CENTER, ATLANTA, GA 30326

EIN: 010635563

Plan Number: 002

Plan Year: 2017

Plan Size: Small Plan

Plan Entity Type: Defined Benefit

Plan Type: Defined Benefit

Participants: 5

Total Assets: $20,865