POMS & ASSOCIATES INSURANCE BROKERS, LLC 401(K) PROFIT SHARING PLAN

[ EIN: 95-4314381 | Plan No. 001 ]

Form 5500 filing classifies POMS & ASSOCIATES INSURANCE BROKERS, LLC 401(K) PROFIT SHARING PLAN as a 401(k) plan, sponsored by POMS & ASSOCIATES INSURANCE BROKERS, LLC. The plan is a Large Plan with 146 participants and total assets of $25,425,422 reported for the 2023 plan year.

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

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Plan Sponsor: POMS & ASSOCIATES INSURANCE BROKERS, LLC

Location: 4500 PARK GRANADA, SUITE 206, CALABASAS, CA 91302

EIN: 954314381

Plan Number: 001

Plan Year: 2023

Plan Size: Large Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 146

Total Assets: $25,425,422

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