GULATI & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST

[ EIN: 03-0447697 | Plan No. 001 ]

The GULATI & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST plan, sponsored by GULATI & ASSOCIATES, INC., is listed in Form 5500 data as a 401(k) plan. The filing reports 11 participants and total assets of $1,035,768 for plan year 2023.

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

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Plan Sponsor: GULATI & ASSOCIATES, INC.

Location: 10726 CHARLESTON PLACE, COOPER CITY, FL 33026

EIN: 030447697

Plan Number: 001

Plan Year: 2023

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 11

Total Assets: $1,035,768

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