SCHWARTZ SEMERDJIAN CAULEY & EVANS LLP 401(K) PROFIT SHARING PLAN

[ EIN: 33-0794697 | Plan No. 001 ]

SCHWARTZ SEMERDJIAN CAULEY & EVANS LLP 401(K) PROFIT SHARING PLAN is reported on Form 5500 as a 401(k) plan sponsored by SCHWARTZ SEMERDJIAN CAULEY & EVANS LLP. For the 2024 plan year, the plan had 36 participants and total assets of $5,010,816.

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

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Plan Sponsor: SCHWARTZ SEMERDJIAN CAULEY & EVANS LLP

Location: 101 WEST BROADWAY, SAN DIEGO, CA 92101

EIN: 330794697

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 36

Total Assets: $5,010,816

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