BRISTOL FINANCIAL SERVICES, PC 401(K) PROFIT SHARING PLAN

[ EIN: 03-0323130 | Plan No. 002 ]

According to Department of Labor Form 5500 data, BRISTOL FINANCIAL SERVICES, PC sponsors BRISTOL FINANCIAL SERVICES, PC 401(K) PROFIT SHARING PLAN, categorized as a 401(k) plan. The filing shows 8 participants and total assets of $1,238,223 for the plan year 2023.

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

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Plan Sponsor: BRISTOL FINANCIAL SERVICES, PC

Location: 36 MAIN STREET P.O. BOX 387, BRISTOL, VT 05443

EIN: 030323130

Plan Number: 002

Plan Year: 2023

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 8

Total Assets: $1,238,223

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