LOUNSBERY FERGUSON ALTONA & PEAK, LLP 401(K) PROFIT SHARING PLAN & TRU

[ EIN: 33-0697632 | Plan No. 001 ]

Form 5500 filing classifies LOUNSBERY FERGUSON ALTONA & PEAK, LLP 401(K) PROFIT SHARING PLAN & TRU as a 401(k) plan, sponsored by LOUNSBERY FERGUSON ALTONA & PEAK, LLP. The plan is a Small Plan with 23 participants and total assets of $5,466,883 reported 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: LOUNSBERY FERGUSON ALTONA & PEAK, LLP

Location: 960 CANTERBURY PLACE, ESCONDIDO, CA 92025

EIN: 330697632

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 23

Total Assets: $5,466,883

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