BARTZEN & BALL, PLLC 401(K) PROFIT SHARING PLAN AND TRUST

[ EIN: 03-0455423 | Plan No. 001 ]

Form 5500 filing classifies BARTZEN & BALL, PLLC 401(K) PROFIT SHARING PLAN AND TRUST as a 401(k) plan, sponsored by BARTZEN & BALL, PLLC. The plan is a Small Plan with 4 participants and total assets of $456,982 reported for the 2024 plan year.

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

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Plan Sponsor: BARTZEN & BALL, PLLC

Location: 416 WEST FRANKLIN STREET, RICHMOND, VA 23220

EIN: 030455423

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 4

Total Assets: $456,982

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