KALLNER & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN

[ EIN: 02-0561319 | Plan No. 001 ]

KALLNER & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN, sponsored by KALLNER & ASSOCIATES, LLC, appears in Form 5500 filings as a 401(k) plan. The plan reported 2 participants and total assets of $1,536,199 during the 2023 reporting period.

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

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Plan Sponsor: KALLNER & ASSOCIATES, LLC

Location: 88 E. BROAD STREET, SUITE 1230, COLUMBUS, OH 43215

EIN: 020561319

Plan Number: 001

Plan Year: 2023

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 2

Total Assets: $1,536,199

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