ANTHONY & ASSOCIATES 401(K) PROFIT SHARING PLAN

[ EIN: 33-0146112 | Plan No. 002 ]

ANTHONY & ASSOCIATES 401(K) PROFIT SHARING PLAN, sponsored by ANTHONY AND ASSOCIATES, appears in Form 5500 filings as a 401(k) plan. The plan reported 20 participants and total assets of $5,894,964 during the 2024 reporting period.

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

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Plan Sponsor: ANTHONY AND ASSOCIATES

Location: 3070 SATURN ST STE 100, BREA, CA 92821

EIN: 330146112

Plan Number: 002

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 20

Total Assets: $5,894,964

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