THE ROTHMAN AGENCY PROFIT SHARING PLAN

[ EIN: 95-4343797 | Plan No. 002 ]

THE ROTHMAN AGENCY PROFIT SHARING PLAN is reported on Form 5500 as a Profit Sharing plan sponsored by THE ROTHMAN AGENCY. For the 2024 plan year, the plan had 20 participants and total assets of $6,468,620.

Profit Sharing plans are subject to ERISA disclosure requirements and annual reporting obligations.

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Plan Sponsor: THE ROTHMAN AGENCY

Location: 9250 WILSHIRE BLVD., BEVERLY HILLS, CA 90212

EIN: 954343797

Plan Number: 002

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: Profit Sharing

Participants: 20

Total Assets: $6,468,620

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