ALLEN SEMELSBERGER & KAELIN LL 401(K) PROFIT SHARING PLAN & TRUST

[ EIN: 33-0242441 | Plan No. 001 ]

Form 5500 records indicate that ALLEN SEMELSBERGER & KAELIN LL 401(K) PROFIT SHARING PLAN & TRUST is a 401(k) plan sponsored by ALLEN SEMELSBERGER KAELIN LLP. The plan is classified as a Small Plan with 28 participants and assets totaling $2,838,140 for the 2024 plan year.

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

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Plan Sponsor: ALLEN SEMELSBERGER KAELIN LLP

Location: 501 W BROADWAY STE 1780, SAN DIEGO, CA 92101

EIN: 330242441

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 28

Total Assets: $2,838,140

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