CALL & JENSEN, A PROFESSIONAL CORPORATION 401(K) PLAN

[ EIN: 33-0120573 | Plan No. 001 ]

Form 5500 filing classifies CALL & JENSEN, A PROFESSIONAL CORPORATION 401(K) PLAN as a 401(k) plan, sponsored by CALL & JENSEN, APC. The plan is a Small Plan with 85 participants and total assets of $23,645,400 reported for the 2023 plan year.

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

---

Plan Sponsor: CALL & JENSEN, APC

Location: 610 NEWPORT CENTER DR., STE. 700, NEWPORT BEACH, CA 92660

EIN: 330120573

Plan Number: 001

Plan Year: 2023

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 85

Total Assets: $23,645,400

---