E.F. WALL & ASSOCIATES, INC. EMPLOYEE PROFIT SHARING & INVESTMENT PLAN

[ EIN: 03-0223464 | Plan No. 001 ]

E.F. WALL & ASSOCIATES, INC. EMPLOYEE PROFIT SHARING & INVESTMENT PLAN, sponsored by E.F. WALL & ASSOCIATES, INC., appears in Form 5500 filings as a 401(k) plan. The plan reported 38 participants and total assets of $13,423,607 during the 2024 reporting period.

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

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Plan Sponsor: E.F. WALL & ASSOCIATES, INC.

Location: PO BOX 259, 131 SOUTH MAIN ST, BARRE, VT 05641

EIN: 030223464

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 38

Total Assets: $13,423,607

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