DONN & COMPANY CASH BALANCE PLAN

[ EIN: 03-0373997 | Plan No. 003 ]

Form 5500 records indicate that DONN & COMPANY CASH BALANCE PLAN is a Defined Benefit plan sponsored by DONN & COMPANY. The plan is classified as a Small Plan with 5 participants and assets totaling $274,010 for the 2023 plan year.

Defined Benefit plans are subject to ERISA disclosure requirements and annual reporting obligations.

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Plan Sponsor: DONN & COMPANY

Location: 1388 SUTTER STREET, SUITE 800, SAN FRANCISCO, CA 94109

EIN: 030373997

Plan Number: 003

Plan Year: 2023

Plan Size: Small Plan

Plan Entity Type: Defined Benefit

Plan Type: Defined Benefit

Participants: 5

Total Assets: $274,010

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