STONEY-MILLER CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN

[ EIN: 33-0254677 | Plan No. 001 ]

STONEY-MILLER CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN is reported on Form 5500 as a 401(k) plan sponsored by STONEY-MILLER CONSULTANTS, INC.. For the 2024 plan year, the plan had 22 participants and total assets of $2,336,004.

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

---

Plan Sponsor: STONEY-MILLER CONSULTANTS, INC.

Location: 33 JOURNEY STE 200, ALISO VIEJO, CA 92656

EIN: 330254677

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 22

Total Assets: $2,336,004

---