STEVENS, WILCOX, POTVIN, CASSIDY & JAKUBOWSKI PROFIT SHARING PLAN

[ EIN: 03-0285593 | Plan No. 002 ]

According to Department of Labor Form 5500 data, STEVENS, WILCOX, POTVIN, CASSIDY & JAKUBOWSKI LTD sponsors STEVENS, WILCOX, POTVIN, CASSIDY & JAKUBOWSKI PROFIT SHARING PLAN, categorized as a 401(k) plan. The filing shows 13 participants and total assets of $982,623 for the plan year 2023.

401(k) plans are subject to ERISA disclosure requirements and annual reporting obligations.

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Plan Sponsor: STEVENS, WILCOX, POTVIN, CASSIDY & JAKUBOWSKI LTD

Location: 204 SOUTH MAIN STREET, RUTLAND, VT 05701

EIN: 030285593

Plan Number: 002

Plan Year: 2023

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 13

Total Assets: $982,623

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