TWEED FINANCIAL SERVICES, INC. RET. PLAN

[ EIN: 95-4859419 | Plan No. 001 ]

Form 5500 filing classifies TWEED FINANCIAL SERVICES, INC. RET. PLAN as a Profit Sharing plan, sponsored by TWEED FINANCIAL SERVICES, INC.. The plan is a Small Plan with 3 participants and total assets of $1,003,378 reported for the 2022 plan year.

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

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Plan Sponsor: TWEED FINANCIAL SERVICES, INC.

Location: 2060 HUNTINGTON DRIVE, SUITE 1, SAN MARINO, CA 91108

EIN: 954859419

Plan Number: 001

Plan Year: 2022

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: Profit Sharing

Participants: 3

Total Assets: $1,003,378

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