S&A POLACHECK & ASSOCIATES, INC. CASH BALANCE PLAN

[ EIN: 95-4678456 | Plan No. 003 ]

S&A POLACHECK & ASSOCIATES, INC. CASH BALANCE PLAN, sponsored by S&A POLACHECK & ASSOCIATES, INC., appears in Form 5500 filings as a Defined Benefit plan. The plan reported 11 participants and total assets of $742,983 during the 2023 reporting period.

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

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Plan Sponsor: S&A POLACHECK & ASSOCIATES, INC.

Location: 4719 COMMONS WAY, SUITE E, CALABASAS, CA 91302

EIN: 954678456

Plan Number: 003

Plan Year: 2023

Plan Size: Small Plan

Plan Entity Type: Defined Benefit

Plan Type: Defined Benefit

Participants: 11

Total Assets: $742,983

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