KEMP FINANCIAL MANAGEMENT, LLC 401(K) PLAN

[ EIN: 33-0724260 | Plan No. 001 ]

KEMP FINANCIAL MANAGEMENT, LLC 401(K) PLAN is reported on Form 5500 as a 401(k) plan sponsored by KEMP FINANCIAL MANAGEMENT, LLC. For the 2024 plan year, the plan had 6 participants and total assets of $1,921,727.

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

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Plan Sponsor: KEMP FINANCIAL MANAGEMENT, LLC

Location: 2286 N. STATE COLLEGE BOULEVARD, FULLERTON, CA 92831

EIN: 330724260

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 6

Total Assets: $1,921,727

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