BURKHARDT & LARSON 401(K) PLAN

[ EIN: 33-0644709 | Plan No. 001 ]

Form 5500 records indicate that BURKHARDT & LARSON 401(K) PLAN is a 401(k) plan sponsored by BURKHARDT & LARSON. The plan is classified as a Small Plan with 3 participants and assets totaling $427,396 for the 2023 plan year.

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

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Plan Sponsor: BURKHARDT & LARSON

Location: 5531 CANCHA DE GOLF, SUITE 205, RANCHO SANTA FE, CA 92091

EIN: 330644709

Plan Number: 001

Plan Year: 2023

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 3

Total Assets: $427,396

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