EDWARD K. HOLLY, D.D.S. CASH BALANCE PLAN

[ EIN: 33-0124739 | Plan No. 003 ]

Form 5500 filing classifies EDWARD K. HOLLY, D.D.S. CASH BALANCE PLAN as a Defined Benefit plan, sponsored by EDWARD K. HOLLY, D.D.S.. The plan is a Large Plan with 9 participants and total assets of $2,879,944 reported for the 2024 plan year.

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

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Plan Sponsor: EDWARD K. HOLLY, D.D.S.

Location: 3340 KEMPER STREET, SUITE 201, SAN DIEGO, CA 92110

EIN: 330124739

Plan Number: 003

Plan Year: 2024

Plan Size: Large Plan

Plan Entity Type: Defined Benefit

Plan Type: Defined Benefit

Participants: 9

Total Assets: $2,879,944

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