SHEGERIAN & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

[ EIN: 95-4849880 | Plan No. 001 ]

Form 5500 filing classifies SHEGERIAN & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN as a 401(k) plan, sponsored by SHEGERIAN & ASSOCIATES, INC.. The plan is a Small Plan with 71 participants and total assets of $3,741,990 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: SHEGERIAN & ASSOCIATES, INC.

Location: 11520 SAN VICENTE BLVD., LOS ANGELES, CA 90049

EIN: 954849880

Plan Number: 001

Plan Year: 2023

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 71

Total Assets: $3,741,990

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