SUGARMAN AND SUGARMAN, P.C. PROFIT SHARING AND 401(K) PLAN

[ EIN: 04-2601866 | Plan No. 001 ]

Form 5500 records indicate that SUGARMAN AND SUGARMAN, P.C. PROFIT SHARING AND 401(K) PLAN is a 401(k) plan sponsored by SUGARMAN AND SUGARMAN, P.C.. The plan is classified as a Small Plan with 40 participants and assets totaling $16,425,713 for the 2024 plan year.

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

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Plan Sponsor: SUGARMAN AND SUGARMAN, P.C.

Location: 31 ST. JAMES AVENUE, BOSTON, MA 02116

EIN: 042601866

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 40

Total Assets: $16,425,713

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