KWB WEALTH 401K PLAN

[ EIN: 33-0703534 | Plan No. 001 ]

Form 5500 filing classifies KWB WEALTH 401K PLAN as a 401(k) plan, sponsored by KWB WEALTH. The plan is a Small Plan with 14 participants and total assets of $6,082,898 reported for the 2023 plan year.

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

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Plan Sponsor: KWB WEALTH

Location: 1782 ORANGE TREE LANE, REDLANDS, CA 92374

EIN: 330703534

Plan Number: 001

Plan Year: 2023

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 14

Total Assets: $6,082,898

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