CLARK & LE, LLP CASH BALANCE PLAN

[ EIN: 33-0577146 | Plan No. 002 ]

Form 5500 records indicate that CLARK & LE, LLP CASH BALANCE PLAN is a Defined Benefit plan sponsored by CLARK & LE, LLP. The plan is classified as a Small Plan with 20 participants and assets totaling $403,809 for the 2024 plan year.

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

---

Plan Sponsor: CLARK & LE, LLP

Location: 225 WEST HOSPITALITY LANE, SAN BERNARDINO, CA 92408

EIN: 330577146

Plan Number: 002

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Benefit

Plan Type: Defined Benefit

Participants: 20

Total Assets: $403,809

---