THE JOHN BERTRAM HOUSE INC TAX DEFERRED ANNUITY PLAN

[ EIN: 04-2103743 | Plan No. 001 ]

Form 5500 filing classifies THE JOHN BERTRAM HOUSE INC TAX DEFERRED ANNUITY PLAN as a 403(b) Annuity plan, sponsored by JOHN BERTRAM HOUSE. The plan is a Small Plan with 28 participants and total assets of $889,549 reported for the 2024 plan year.

These filings allow insight into employer-sponsored plan structure, participation levels, and financial data.

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Plan Sponsor: JOHN BERTRAM HOUSE

Location: 29 WASHINGTON SQUARE, SALEM, MA 01970

EIN: 042103743

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 403(b) Annuity

Participants: 28

Total Assets: $889,549

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