LAVINE, LOFGREN, MORRIS & ENGELBERG, LLP 401(K) RETIREMENT PLAN

[ EIN: 33-0690020 | Plan No. 001 ]

According to Department of Labor Form 5500 data, LAVINE, LOFGREN, MORRIS & ENGELBERG , LLP sponsors LAVINE, LOFGREN, MORRIS & ENGELBERG, LLP 401(K) RETIREMENT PLAN, categorized as a 401(k) plan. The filing shows 112 participants and total assets of $14,652,350 for the plan year 2024.

Form 5500 filings provide transparency into participant counts, financial structure, and compliance reporting.

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Plan Sponsor: LAVINE, LOFGREN, MORRIS & ENGELBERG , LLP

Location: 4180 LA JOLLA VILLAGE DR., STE. 300, LA JOLLA, CA 92037

EIN: 330690020

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 112

Total Assets: $14,652,350

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