DAVID I STEIN CPA KEOGH PLAN

[ EIN: 33-0695389 | Plan No. 001 ]

The DAVID I STEIN CPA KEOGH PLAN plan, sponsored by DAVID I STEIN, is listed in Form 5500 data as a Profit Sharing plan. The filing reports 2 participants and total assets of $1,822,809 for plan year 2023.

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

---

Plan Sponsor: DAVID I STEIN

Location: 90 COTTONWOOD CIR, ROLLING HILLS ESTATES, CA 90274

EIN: 330695389

Plan Number: 001

Plan Year: 2023

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: Profit Sharing

Participants: 2

Total Assets: $1,822,809

---