ALLEN SEMELSBERGER & KAELIN, LLP PROFIT SHARING PLAN

[ EIN: 33-0242441 | Plan No. 002 ]

ALLEN SEMELSBERGER & KAELIN, LLP PROFIT SHARING PLAN, sponsored by ALLEN SEMELSBERGER & KAELIN, LLP, appears in Form 5500 filings as a Profit Sharing plan. The plan reported 21 participants and total assets of $614,436 during the 2024 reporting period.

Profit Sharing 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, SUITE 1780, SAN DIEGO, CA 92101

EIN: 330242441

Plan Number: 002

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: Profit Sharing

Participants: 21

Total Assets: $614,436

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