E.F. HEAGEN & ASSOCIATES 401(K) PLAN

[ EIN: 33-0229965 | Plan No. 001 ]

Form 5500 filing classifies E.F. HEAGEN & ASSOCIATES 401(K) PLAN as a 401(k) plan, sponsored by E.F. HEAGEN & ASSOCIATES. The plan is a Small Plan with 3 participants and total assets of $779,697 reported for the 2022 plan year.

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

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Plan Sponsor: E.F. HEAGEN & ASSOCIATES

Location: 30448 RANCHO VIEJO ROAD, SAN JUAN CAPISTRANO, CA 92675

EIN: 330229965

Plan Number: 001

Plan Year: 2022

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 3

Total Assets: $779,697

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