KWB WEALTH DEFINED BENEFIT PLAN

[ EIN: 33-0703534 | Plan No. 002 ]

KWB WEALTH DEFINED BENEFIT PLAN is reported on Form 5500 as a Defined Benefit plan sponsored by KWB WEALTH. For the 2023 plan year, the plan had 0 participants and total assets of $0.

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: 002

Plan Year: 2023

Plan Size: Small Plan

Plan Entity Type: Defined Benefit

Plan Type: Defined Benefit

Participants: 0

Total Assets: $0

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