SPELLMAN INSURANCE AND FINANCIAL SERVICES 401(K) PLAN

[ EIN: 45-4256079 | Plan No. 001 ]

The SPELLMAN INSURANCE AND FINANCIAL SERVICES 401(K) PLAN plan, sponsored by SPELLMAN INSURANCE AND FINANCIAL SERVICES, is listed in Form 5500 data as a 401(k) plan. The filing reports 8 participants and total assets of $28,691 for plan year 2023.

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

---

Plan Sponsor: SPELLMAN INSURANCE AND FINANCIAL SERVICES

Location: 318 WEST PORTAL AVENUE, SAN FRANCISCO, CA 94127

EIN: 454256079

Plan Number: 001

Plan Year: 2023

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 8

Total Assets: $28,691

---