G.W. SHERWOLD ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

[ EIN: 33-0619325 | Plan No. 001 ]

Form 5500 records indicate that G.W. SHERWOLD ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN is a 401(k) plan sponsored by G.W. SHERWOLD ASSOCIATES, INC.. The plan is classified as a Small Plan with 4 participants and assets totaling $2,770,603 for the 2024 plan year.

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

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Plan Sponsor: G.W. SHERWOLD ASSOCIATES, INC.

Location: 22994 EL TORO ROAD, LAKE FOREST, CA 92630

EIN: 330619325

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 4

Total Assets: $2,770,603

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