PRINCETON FINANCIAL, LLC 401(K) PROFIT SHARING PLAN

[ EIN: 03-0417816 | Plan No. 001 ]

PRINCETON FINANCIAL, LLC 401(K) PROFIT SHARING PLAN is reported on Form 5500 as a 401(k) plan sponsored by PRINCETON FINANCIAL, LLC. For the 2024 plan year, the plan had 18 participants and total assets of $2,632,339.

Form 5500 filings provide transparency into participant counts, financial structure, and compliance reporting.

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Plan Sponsor: PRINCETON FINANCIAL, LLC

Location: 243 EAST MAIN ST, SUITE 201, CARNEGIE, PA 15106

EIN: 030417816

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 18

Total Assets: $2,632,339

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