PREFERRED STRATEGIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

[ EIN: 02-0559065 | Plan No. 002 ]

PREFERRED STRATEGIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN is reported on Form 5500 as a ESOP plan sponsored by PREFERRED STRATEGIES, INC.. For the 2024 plan year, the plan had 39 participants and total assets of $1,036,610.

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

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Plan Sponsor: PREFERRED STRATEGIES, INC.

Location: 2425 PORTER STREET, SOQUEL, CA 95073

EIN: 020559065

Plan Number: 002

Plan Year: 2024

Plan Size: Large Plan

Plan Entity Type: Defined Contribution

Plan Type: ESOP

Participants: 39

Total Assets: $1,036,610

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