CALIBER ADVISORS CASH BALANCE PLAN

[ EIN: 33-0578967 | Plan No. 002 ]

CALIBER ADVISORS CASH BALANCE PLAN, sponsored by CALIBER ADVISORS, appears in Form 5500 filings as a Defined Benefit plan. The plan reported 5 participants and total assets of $863,966 during the 2022 reporting period.

Defined Benefit plans are subject to ERISA disclosure requirements and annual reporting obligations.

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Plan Sponsor: CALIBER ADVISORS

Location: 420 STEVENS AVE, SUITE 270, SOLANA BEACH, CA 92075

EIN: 330578967

Plan Number: 002

Plan Year: 2022

Plan Size: Small Plan

Plan Entity Type: Defined Benefit

Plan Type: Defined Benefit

Participants: 5

Total Assets: $863,966

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