SHEWARD & SON & SONS 401(K) PROFIT SHARING PLAN & TRUST

[ EIN: 33-0199846 | Plan No. 002 ]

SHEWARD & SON & SONS 401(K) PROFIT SHARING PLAN & TRUST is reported on Form 5500 as a 401(k) plan sponsored by SHEWARD & SON & SONS. For the 2023 plan year, the plan had 29 participants and total assets of $982,250.

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

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Plan Sponsor: SHEWARD & SON & SONS

Location: 14352 CHAMBERS ROAD, TUSTIN, CA 92780

EIN: 330199846

Plan Number: 002

Plan Year: 2023

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 29

Total Assets: $982,250

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