SUNDBERG NICKS CPAS LLC DEFINED BENEFIT PLAN

[ EIN: 47-2602519 | Plan No. 002 ]

According to Department of Labor Form 5500 data, SUNDBERG NICKS CPAS, LLC sponsors SUNDBERG NICKS CPAS LLC DEFINED BENEFIT PLAN, categorized as a Defined Benefit plan. The filing shows 3 participants and total assets of $836,914 for the plan year 2020.

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

---

Plan Sponsor: SUNDBERG NICKS CPAS, LLC

Location: 5 CENTERPOINTE DRIVE, SUITE 125, LAKE OSWEGO, OR 97035

EIN: 472602519

Plan Number: 002

Plan Year: 2020

Plan Size: Small Plan

Plan Entity Type: Defined Benefit

Plan Type: Defined Benefit

Participants: 3

Total Assets: $836,914

---