BRIAN SEAMAN, CFP, CHFC 401(K) PLAN

[ EIN: 33-0595367 | Plan No. 001 ]

Form 5500 records indicate that BRIAN SEAMAN, CFP, CHFC 401(K) PLAN is a 401(k) plan sponsored by BRIAN SEAMAN, CFP, CHFC. The plan is classified as a Small Plan with 2 participants and assets totaling $116,095 for the 2024 plan year.

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

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Plan Sponsor: BRIAN SEAMAN, CFP, CHFC

Location: 151 KALMUS DRIVE, SUITE J-3, COSTA MESA, CA 92626

EIN: 330595367

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 2

Total Assets: $116,095

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