CREATIVE WEALTH STRATEGIES WILLIAMS GROUP, INC. PROFIT SHARING PLAN

[ EIN: 33-0594936 | Plan No. 002 ]

According to Department of Labor Form 5500 data, CREATIVE WEALTH STRATEGIES WILLIAMS GROUP, INC. sponsors CREATIVE WEALTH STRATEGIES WILLIAMS GROUP, INC. PROFIT SHARING PLAN, categorized as a Profit Sharing plan. The filing shows 1 participants and total assets of $86,217 for the plan year 2024.

These filings allow insight into employer-sponsored plan structure, participation levels, and financial data.

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Plan Sponsor: CREATIVE WEALTH STRATEGIES WILLIAMS GROUP, INC.

Location: 3 CORPORATE PLAZA, SUITE 106, NEWPORT BEACH, CA 92660

EIN: 330594936

Plan Number: 002

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: Profit Sharing

Participants: 1

Total Assets: $86,217

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