SWEDELSON & GOTTLIEB CASH BALANCE PLAN

[ EIN: 95-4114428 | Plan No. 003 ]

SWEDELSON & GOTTLIEB CASH BALANCE PLAN, sponsored by SWEDELSON & GOTTLIEB, ATTORNEYS AT LAW, appears in Form 5500 filings as a Defined Benefit plan. The plan reported 25 participants and total assets of $5,489,629 during the 2023 reporting period.

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

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Plan Sponsor: SWEDELSON & GOTTLIEB, ATTORNEYS AT LAW

Location: 11900 WEST OLYMPIC BLVD, SUITE 700, LOS ANGELES, CA 90064

EIN: 954114428

Plan Number: 003

Plan Year: 2023

Plan Size: Small Plan

Plan Entity Type: Defined Benefit

Plan Type: Defined Benefit

Participants: 25

Total Assets: $5,489,629

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