SUCCESSFUL FINANCIAL STRATEGIES PENSION PLAN

[ EIN: 03-0366091 | Plan No. 001 ]

The SUCCESSFUL FINANCIAL STRATEGIES PENSION PLAN plan, sponsored by ED MARTELL AND ASSOCIATES, A SOLE PROPRIETORSHIP, is listed in Form 5500 data as a Defined Benefit plan. The filing reports 2 participants and total assets of $664,558 for plan year 2020.

Defined Benefit plans are subject to ERISA disclosure requirements and annual reporting obligations.

---

Plan Sponsor: ED MARTELL AND ASSOCIATES, A SOLE PROPRIETORSHIP

Location: 11770 E. WARNER AVE. SUITE #107, FOUNTAIN VALLEY, CA 92708

EIN: 030366091

Plan Number: 001

Plan Year: 2020

Plan Size: Small Plan

Plan Entity Type: Defined Benefit

Plan Type: Defined Benefit

Participants: 2

Total Assets: $664,558

---