DAVID TAUSSIG & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST

[ EIN: 33-0171945 | Plan No. 002 ]

DAVID TAUSSIG & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST is reported on Form 5500 as a 401(k) plan sponsored by DAVID TAUSSIG & ASSOCIATES. For the 2023 plan year, the plan had 56 participants and total assets of $4,217,427.

These filings allow insight into employer-sponsored plan structure, participation levels, and financial data.

---

Plan Sponsor: DAVID TAUSSIG & ASSOCIATES

Location: 18201 VON KARMAN SUITE 220, IRVINE, CA 92612

EIN: 330171945

Plan Number: 002

Plan Year: 2023

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 56

Total Assets: $4,217,427

---