PHILLIPS DUNN SHRIVER & CARROLL P.C. PROFIT SHARING PLAN

[ EIN: 03-0352896 | Plan No. 001 ]

Form 5500 records indicate that PHILLIPS DUNN SHRIVER & CARROLL P.C. PROFIT SHARING PLAN is a 401(k) plan sponsored by PHILLIPS DUNN SHRIVER & CARROLL. The plan is classified as a Small Plan with 17 participants and assets totaling $1,454,928 for the 2024 plan year.

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

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Plan Sponsor: PHILLIPS DUNN SHRIVER & CARROLL

Location: 147 WESTERN AVE, BRATTLEBORO, VT 05301

EIN: 030352896

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 17

Total Assets: $1,454,928

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