OVERBY FINANCIAL 401(K) PLAN

[ EIN: 20-0011874 | Plan No. 001 ]

According to Department of Labor Form 5500 data, KYLE D. OVERBY LLC sponsors OVERBY FINANCIAL 401(K) PLAN, categorized as a 401(k) plan. The filing shows 15 participants and total assets of $372,153 for the plan year 2024.

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

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Plan Sponsor: KYLE D. OVERBY LLC

Location: 433 3RD AVENUE, CLEAR LAKE, WI 54005

EIN: 200011874

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 15

Total Assets: $372,153

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