BERKLEY & VELLER INC 401(K) PROFIT SHARING PLAN & TRUST

[ EIN: 03-0287895 | Plan No. 001 ]

Form 5500 filing classifies BERKLEY & VELLER INC 401(K) PROFIT SHARING PLAN & TRUST as a 401(k) plan, sponsored by BERKLEY & VELLER INC. The plan is a Small Plan with 7 participants and total assets of $1,007,347 reported for the 2024 plan year.

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

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Plan Sponsor: BERKLEY & VELLER INC

Location: 119 WESTERN AVE, BRATTLEBORO, VT 05301

EIN: 030287895

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 7

Total Assets: $1,007,347

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