HALLETT, EMERICK, WELLS & SAREEN, PLC 401(K) PROFIT SHARING PLAN AND T

[ EIN: 33-0106827 | Plan No. 001 ]

According to Department of Labor Form 5500 data, HALLETT, EMERICK, WELLS & SAREEN, PLC sponsors HALLETT, EMERICK, WELLS & SAREEN, PLC 401(K) PROFIT SHARING PLAN AND T, categorized as a 401(k) plan. The filing shows 34 participants and total assets of $5,075,525 for the plan year 2024.

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

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Plan Sponsor: HALLETT, EMERICK, WELLS & SAREEN, PLC

Location: 325 WEST HOSPITALITY LANE, SAN BERNARDINO, CA 92408

EIN: 330106827

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 34

Total Assets: $5,075,525

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