SHULMAN BASTIAN 401(K) PROFIT SHARING PLAN AND TRUST FOR ALL OTHER EMP

[ EIN: 33-0567045 | Plan No. 004 ]

SHULMAN BASTIAN 401(K) PROFIT SHARING PLAN AND TRUST FOR ALL OTHER EMP is reported on Form 5500 as a 401(k) plan sponsored by SHULMAN BASTIAN FRIEDMAN & BUI LLP. For the 2024 plan year, the plan had 28 participants and total assets of $7,897,413.

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

---

Plan Sponsor: SHULMAN BASTIAN FRIEDMAN & BUI LLP

Location: 100 SPECTRUM CENTER DRIVE, IRVINE, CA 92618

EIN: 330567045

Plan Number: 004

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 28

Total Assets: $7,897,413

---