BACKSTROM MCCARLEY BERRY & CO., LLC CASH BALANCE PENSION PLAN

[ EIN: 01-0704006 | Plan No. 002 ]

The BACKSTROM MCCARLEY BERRY & CO., LLC CASH BALANCE PENSION PLAN plan, sponsored by BACKSTROM MCCARLEY BERRY & CO., LLC, is listed in Form 5500 data as a Defined Benefit plan. The filing reports 6 participants and total assets of $2,096,374 for plan year 2023.

Form 5500 filings provide transparency into participant counts, financial structure, and compliance reporting.

Plan Sponsor: BACKSTROM MCCARLEY BERRY & CO., LLC

Location: 115 SANSOME STREET, MEZZANINE A, SAN FRANCISCO, CA 94104

EIN: 010704006

Plan Number: 002

Plan Year: 2023

Plan Size: Small Plan

Plan Entity Type: Defined Benefit

Plan Type: Defined Benefit

Participants: 6

Total Assets: $2,096,374