SAPERS & WALLACK 401(K) PROFIT SHARING PLAN

[ EIN: 04-2319659 | Plan No. 002 ]

SAPERS & WALLACK 401(K) PROFIT SHARING PLAN is reported on Form 5500 as a 401(k) plan sponsored by SAPERS & WALLACK, INCORPORATED. For the 2023 plan year, the plan had 26 participants and total assets of $8,890,114.

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

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Plan Sponsor: SAPERS & WALLACK, INCORPORATED

Location: 313 WASHINGTON STREET SUITE 308, NEWTON, MA 02458

EIN: 042319659

Plan Number: 002

Plan Year: 2023

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 26

Total Assets: $8,890,114

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