STAFFORD TAX & BUSINESS ADVISORS, LLC 401(K) PLAN

[ EIN: 02-0724413 | Plan No. 001 ]

Form 5500 filing classifies STAFFORD TAX & BUSINESS ADVISORS, LLC 401(K) PLAN as a 401(k) plan, sponsored by STAFFORD TAX & BUSINESS ADVISORS, LLC. The plan is a Small Plan with 7 participants and total assets of $416,328 reported for the 2024 plan year.

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

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Plan Sponsor: STAFFORD TAX & BUSINESS ADVISORS, LLC

Location: 911 POCONO DRIVE, NORTH CHESTERFIELD, VA 23236

EIN: 020724413

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 7

Total Assets: $416,328

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