LANE, LANE AND KELLY, LLP PROFIT SHARING PLAN

[ EIN: 04-2302403 | Plan No. 001 ]

Form 5500 filing classifies LANE, LANE AND KELLY, LLP PROFIT SHARING PLAN as a 401(k) plan, sponsored by LANE, LANE AND KELLY, LLP. The plan is a Small Plan with 8 participants and total assets of $373,842 reported for the 2024 plan year.

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

---

Plan Sponsor: LANE, LANE AND KELLY, LLP

Location: 836 WASHINGTON ST, BRAINTREE, MA 02185

EIN: 042302403

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 8

Total Assets: $373,842

---