HARRELL & ASSOCIATES, AN ACCOUNTANCY CORPORATION DEFINED BENEFIT PENSI

[ EIN: 33-0785059 | Plan No. 005 ]

According to Department of Labor Form 5500 data, HARRELL & ASSOCIATES, AN ACCOUNTANCY CORPORATION sponsors HARRELL & ASSOCIATES, AN ACCOUNTANCY CORPORATION DEFINED BENEFIT PENSI, categorized as a Defined Benefit plan. The filing shows 3 participants and total assets of $871,804 for the plan year 2024.

Defined Benefit plans are subject to ERISA disclosure requirements and annual reporting obligations.

---

Plan Sponsor: HARRELL & ASSOCIATES, AN ACCOUNTANCY CORPORATION

Location: 201 E. SANDPOINTE AVE., SUITE 330, SANTA ANA, CA 92707

EIN: 330785059

Plan Number: 005

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Benefit

Plan Type: Defined Benefit

Participants: 3

Total Assets: $871,804

---