BEALL FINANCIAL AND INSURANCE SERVICES INC 401K PROFIT SHARING PLAN

[ EIN: 33-0211925 | Plan No. 001 ]

The BEALL FINANCIAL AND INSURANCE SERVICES INC 401K PROFIT SHARING PLAN plan, sponsored by BEALL FINANCIAL AND INSURANCE SERVICES INC, is listed in Form 5500 data as a 401(k) plan. The filing reports 11 participants and total assets of $373,571 for plan year 2024.

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

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Plan Sponsor: BEALL FINANCIAL AND INSURANCE SERVICES INC

Location: 130 WEST VINE STREET, REDLANDS, CA 92373

EIN: 330211925

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 11

Total Assets: $373,571

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