CARSWELL, GREENFIELD & KUNSTLER PROFIT SHARING PLAN

[ EIN: 95-4627992 | Plan No. 001 ]

CARSWELL, GREENFIELD & KUNSTLER PROFIT SHARING PLAN is reported on Form 5500 as a Profit Sharing plan sponsored by CARSWELL, GREENFIELD & KUNSTLER. For the 2024 plan year, the plan had 15 participants and total assets of $586,662.

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

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Plan Sponsor: CARSWELL, GREENFIELD & KUNSTLER

Location: 321 SOUTH BEVERLY DRIVE, SUITE M, BEVERLY HILLS, CA 90212

EIN: 954627992

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: Profit Sharing

Participants: 15

Total Assets: $586,662

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