THE KURZMAN & SCIBETTA RETIREMENT PLAN

[ EIN: 04-2561994 | Plan No. 001 ]

Form 5500 filing classifies THE KURZMAN & SCIBETTA RETIREMENT PLAN as a 401(k) plan, sponsored by KURZMAN, DEMPSEY & KOWALKER, LLP. The plan is a Small Plan with 7 participants and total assets of $5,642,109 reported for the 2023 plan year.

401(k) plans are subject to ERISA disclosure requirements and annual reporting obligations.

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Plan Sponsor: KURZMAN, DEMPSEY & KOWALKER, LLP

Location: 1017 TURNPIKE STREET, CANTON, MA 02021

EIN: 042561994

Plan Number: 001

Plan Year: 2023

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 7

Total Assets: $5,642,109

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