OSBORNE RINCON 401(K) AND PROFIT SHARING PLAN

[ EIN: 33-0783299 | Plan No. 001 ]

Form 5500 filing classifies OSBORNE RINCON 401(K) AND PROFIT SHARING PLAN as a 401(k) plan, sponsored by OSBORNE RINCON CERTIFIED PUBLIC ACCOUNTANTS. The plan is a Small Plan with 27 participants and total assets of $842,641 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: OSBORNE RINCON CERTIFIED PUBLIC ACCOUNTANTS

Location: 79-245 CORPORATE CENTRE DRIVE, LA QUINTA, CA 92253

EIN: 330783299

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 27

Total Assets: $842,641

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