TAKEI, BAUMGARTEN EMPLOYEES PROFIT SHARING PLAN

[ EIN: 95-4638287 | Plan No. 333 ]

Form 5500 records indicate that TAKEI, BAUMGARTEN EMPLOYEES PROFIT SHARING PLAN is a Profit Sharing plan sponsored by GLENN K. TAKEI, M.D. INC. AND MORRIS BAUMGARTEN, M.D. INC.. The plan is classified as a Small Plan with 13 participants and assets totaling $11,528,102 for the 2024 plan year.

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

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Plan Sponsor: GLENN K. TAKEI, M.D. INC. AND MORRIS BAUMGARTEN, M.D. INC.

Location: 931 BUENA VISTA STREET, SUITE 505, DUARTE, CA 91010

EIN: 954638287

Plan Number: 333

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: Profit Sharing

Participants: 13

Total Assets: $11,528,102

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