BARRESI FINANCIAL 401(K) PLAN

[ EIN: 01-0480358 | Plan No. 001 ]

BARRESI FINANCIAL 401(K) PLAN, sponsored by BARRESI FINANCIAL, INC., appears in Form 5500 filings as a 401(k) plan. The plan reported 14 participants and total assets of $4,590,333 during the 2024 reporting period.

401(k) plans are subject to ERISA disclosure requirements and annual reporting obligations.

Plan Sponsor: BARRESI FINANCIAL, INC.

Location: 34 NORTH STREET, SUITE 1, PRESQUE ISLE, ME 04769

EIN: 010480358

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 14

Total Assets: $4,590,333