CALLIGARI & ASSOCIATES, LLC CROSS-TESTED 401(K) PROFIT SHARING PLAN

[ EIN: 47-2545487 | Plan No. 002 ]

According to Department of Labor Form 5500 data, CALLIGARI & ASSOCIATES, LLC sponsors CALLIGARI & ASSOCIATES, LLC CROSS-TESTED 401(K) PROFIT SHARING PLAN, categorized as a 401(k) plan. The filing shows 13 participants and total assets of $951,594 for the plan year 2024.

401(k) plans are subject to ERISA disclosure requirements and annual reporting obligations.

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Plan Sponsor: CALLIGARI & ASSOCIATES, LLC

Location: 35411 VIA DE DAUM, CAPISTRANO BEACH, CA 92624

EIN: 472545487

Plan Number: 002

Plan Year: 2024

Plan Size: Large Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 13

Total Assets: $951,594

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