STEVER & ASSOCIATES, INC. EMPLOYEES PROFIT SHARING PLAN

[ EIN: 33-0166272 | Plan No. 001 ]

STEVER & ASSOCIATES, INC. EMPLOYEES PROFIT SHARING PLAN, sponsored by STEVER & ASSOCIATES, INC., appears in Form 5500 filings as a 401(k) plan. The plan reported 11 participants and total assets of $513,415 during the 2023 reporting period.

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

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Plan Sponsor: STEVER & ASSOCIATES, INC.

Location: 418 SOUTH LA SERENA DRIVE, WEST COVINA, CA 91791

EIN: 330166272

Plan Number: 001

Plan Year: 2023

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 11

Total Assets: $513,415

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