BENNETT WEALTH MANAGEMENT 401(K) PLAN

[ EIN: 03-0371604 | Plan No. 001 ]

According to Department of Labor Form 5500 data, BENNETT WEALTH MANAGEMENT, LLC sponsors BENNETT WEALTH MANAGEMENT 401(K) PLAN, categorized as a 401(k) plan. The filing shows 2 participants and total assets of $374,844 for the plan year 2020.

These filings allow insight into employer-sponsored plan structure, participation levels, and financial data.

---

Plan Sponsor: BENNETT WEALTH MANAGEMENT, LLC

Location: P.O. BOX 118, ST. ALBANS, VT 05478

EIN: 030371604

Plan Number: 001

Plan Year: 2020

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 2

Total Assets: $374,844

---