NASELLA MATHIS & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST

[ EIN: 33-0594381 | Plan No. 001 ]

NASELLA MATHIS & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST, sponsored by NASELLA MATHIS & ASSOCIATES, appears in Form 5500 filings as a 401(k) plan. The plan reported 8 participants and total assets of $729,441 during the 2024 reporting period.

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

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Plan Sponsor: NASELLA MATHIS & ASSOCIATES

Location: 4660 LA JOLLA VILLAGE DR STE 125, SAN DIEGO, CA 92122

EIN: 330594381

Plan Number: 001

Plan Year: 2024

Plan Size: Large Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 8

Total Assets: $729,441

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