GATZKE DILLON & BALLANCE LLP PROFIT SHARING 401(K) PLAN

[ EIN: 33-0083697 | Plan No. 001 ]

Form 5500 filing classifies GATZKE DILLON & BALLANCE LLP PROFIT SHARING 401(K) PLAN as a 401(k) plan, sponsored by GATZKE DILLON & BALLANCE LLP. The plan is a Small Plan with 21 participants and total assets of $4,772,744 reported for the 2024 plan year.

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

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Plan Sponsor: GATZKE DILLON & BALLANCE LLP

Location: 2762 GATEWAY ROAD, CARLSBAD, CA 92009

EIN: 330083697

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 21

Total Assets: $4,772,744

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