SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF CONNELL & CURL

[ EIN: 04-2384678 | Plan No. 001 ]

Form 5500 filing classifies SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF CONNELL & CURL as a 401(k) plan, sponsored by CONNELL & CURLEY INSURANCE AGE. The plan is a Small Plan with 10 participants and total assets of $4,119,245 reported for the 2023 plan year.

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

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Plan Sponsor: CONNELL & CURLEY INSURANCE AGE

Location: 19 W CENTRAL ST, NATICK, MA 01760

EIN: 042384678

Plan Number: 001

Plan Year: 2023

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 10

Total Assets: $4,119,245

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