DUMMIT, BUCHHOLZ & TRAPP PROFIT SHARING PLAN

[ EIN: 95-4111417 | Plan No. 002 ]

Form 5500 filing classifies DUMMIT, BUCHHOLZ & TRAPP PROFIT SHARING PLAN as a Profit Sharing plan, sponsored by DUMMIT, BUCHHOLZ AND TRAPP, PC. The plan is a Small Plan with 43 participants and total assets of $3,898,284 reported for the 2024 plan year.

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

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Plan Sponsor: DUMMIT, BUCHHOLZ AND TRAPP, PC

Location: 101 W BROADWAY, SAN DIEGO, CA 92101

EIN: 954111417

Plan Number: 002

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: Profit Sharing

Participants: 43

Total Assets: $3,898,284

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