KEITH M. DAVIDSON & ASSOCIATES 401(K) PLAN

[ EIN: 02-0604671 | Plan No. 002 ]

KEITH M. DAVIDSON & ASSOCIATES 401(K) PLAN, sponsored by KEITH M. DAVIDSON & ASSOCIATES, A PROFESSIONAL LAW CORPORATION, appears in Form 5500 filings as a 401(k) plan. The plan reported 3 participants and total assets of $150,471 during the 2024 reporting period.

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

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Plan Sponsor: KEITH M. DAVIDSON & ASSOCIATES, A PROFESSIONAL LAW CORPORATION

Location: 2629 TOWNGATE RD., STE 205, WESTLAKE VILLAGE, CA 91361

EIN: 020604671

Plan Number: 002

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 3

Total Assets: $150,471

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