DAVID J. OLIVIERI PROFESSIONAL FINANCIAL DEFINED BENEFIT PLAN

[ EIN: 33-0301809 | Plan No. 001 ]

Form 5500 records indicate that DAVID J. OLIVIERI PROFESSIONAL FINANCIAL DEFINED BENEFIT PLAN is a Defined Benefit plan sponsored by DAVID J. OLIVIERI PROFESSIONAL FINANCIAL SERVICES. The plan is classified as a Small Plan with 2 participants and assets totaling $511,818 for the 2011 plan year.

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

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Plan Sponsor: DAVID J. OLIVIERI PROFESSIONAL FINANCIAL SERVICES

Location: 23201 MILL CREEK RD. STE 110, LAGUNA HILLS, CA 92653

EIN: 330301809

Plan Number: 001

Plan Year: 2011

Plan Size: Small Plan

Plan Entity Type: Defined Benefit

Plan Type: Defined Benefit

Participants: 2

Total Assets: $511,818

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