GOODY, CLANCY & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN

[ EIN: 04-2301242 | Plan No. 003 ]

Form 5500 records indicate that GOODY, CLANCY & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN is a ESOP plan sponsored by GOODY, CLANCY & ASSOCIATES, INC.. The plan is classified as a Large Plan with 95 participants and assets totaling $5,484,000 for the 2023 plan year.

ESOP plans are subject to ERISA disclosure requirements and annual reporting obligations.

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Plan Sponsor: GOODY, CLANCY & ASSOCIATES, INC.

Location: 420 BOYLSTON STREET, BOSTON, MA 02116

EIN: 042301242

Plan Number: 003

Plan Year: 2023

Plan Size: Large Plan

Plan Entity Type: Defined Contribution

Plan Type: ESOP

Participants: 95

Total Assets: $5,484,000

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