SWEENEY & ASSOCIATES, INC. 401K PLAN

[ EIN: 33-0786900 | Plan No. 001 ]

SWEENEY & ASSOCIATES, INC. 401K PLAN is reported on Form 5500 as a 401(k) plan sponsored by SWEENEY & ASSOCIATES, INC.. For the 2023 plan year, the plan had 25 participants and total assets of $2,546,215.

These filings allow insight into employer-sponsored plan structure, participation levels, and financial data.

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Plan Sponsor: SWEENEY & ASSOCIATES, INC.

Location: 38730 SKY CANYON DRIVE, MURRIETA, CA 92563

EIN: 330786900

Plan Number: 001

Plan Year: 2023

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 25

Total Assets: $2,546,215

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