OWNER STRATEGIES, LLC 401(K) PLAN

[ EIN: 01-0765635 | Plan No. 001 ]

Form 5500 filing classifies OWNER STRATEGIES, LLC 401(K) PLAN as a 401(k) plan, sponsored by OWNER STRATEGIES, LLC. The plan is a Small Plan with 6 participants and total assets of $953,537 reported for the 2022 plan year.

These filings allow insight into employer-sponsored plan structure, participation levels, and financial data.

Plan Sponsor: OWNER STRATEGIES, LLC

Location: 55 ROSWELL STREET, ALPHARETTA, GA 30009

EIN: 010765635

Plan Number: 001

Plan Year: 2022

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 6

Total Assets: $953,537