KIRK & TOBERTY 401(K) PLAN

[ EIN: 33-0569975 | Plan No. 001 ]

KIRK & TOBERTY 401(K) PLAN, sponsored by KIRK & TOBERTY, appears in Form 5500 filings as a 401(k) plan. The plan reported 4 participants and total assets of $3,001,715 during the 2024 reporting period.

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

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Plan Sponsor: KIRK & TOBERTY

Location: 2201 DUPONT DRIVE SUITE 820, IRVINE, CA 92612

EIN: 330569975

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 4

Total Assets: $3,001,715

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