RICHARD W. SHELTON INSURANCE MARKETING, INC. 401(K) PLAN

[ EIN: 03-0376795 | Plan No. 001 ]

Form 5500 records indicate that RICHARD W. SHELTON INSURANCE MARKETING, INC. 401(K) PLAN is a 401(k) plan sponsored by RICHARD W. SHELTON INSURANCE MARKETING, INC.. The plan is classified as a Small Plan with 5 participants and assets totaling $393,896 for the 2024 plan year.

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

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Plan Sponsor: RICHARD W. SHELTON INSURANCE MARKETING, INC.

Location: 719 SAN BENITO STREET, HOLLISTER, CA 95023

EIN: 030376795

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 5

Total Assets: $393,896

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