KULIK, GOTTESMAN, SIEGEL & WARE, LLP 401(K) PLAN

[ EIN: 95-4286183 | Plan No. 003 ]

Form 5500 filing classifies KULIK, GOTTESMAN, SIEGEL & WARE, LLP 401(K) PLAN as a 401(k) plan, sponsored by KULIK, GOTTESMAN, SIEGEL & WARE, LLP. The plan is a Small Plan with 25 participants and total assets of $2,036,727 reported for the 2023 plan year.

Form 5500 filings provide transparency into participant counts, financial structure, and compliance reporting.

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Plan Sponsor: KULIK, GOTTESMAN, SIEGEL & WARE, LLP

Location: 15303 VENTURA BLVD, SHERMAN OAKS, CA 91403

EIN: 954286183

Plan Number: 003

Plan Year: 2023

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 25

Total Assets: $2,036,727

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