PETERSON & ASSOCIATES COURT REPORTING, INC. CASH BALANCE PLAN

[ EIN: 33-0684781 | Plan No. 002 ]

The PETERSON & ASSOCIATES COURT REPORTING, INC. CASH BALANCE PLAN plan, sponsored by PETERSON & ASSOCIATES COURT REPORTING, INC., is listed in Form 5500 data as a Defined Benefit plan. The filing reports 16 participants and total assets of $1,081,222 for plan year 2023.

Defined Benefit plans are subject to ERISA disclosure requirements and annual reporting obligations.

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Plan Sponsor: PETERSON & ASSOCIATES COURT REPORTING, INC.

Location: 530 B STREET, SUITE 350, SAN DIEGO, CA 92101

EIN: 330684781

Plan Number: 002

Plan Year: 2023

Plan Size: Small Plan

Plan Entity Type: Defined Benefit

Plan Type: Defined Benefit

Participants: 16

Total Assets: $1,081,222

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