PRIVATE PORTFOLIO, INC PROFIT SHARING PLAN

[ EIN: 33-0616531 | Plan No. 001 ]

PRIVATE PORTFOLIO, INC PROFIT SHARING PLAN is reported on Form 5500 as a Profit Sharing plan sponsored by PRIVATE PORTFOLIO, INC. For the 2024 plan year, the plan had 3 participants and total assets of $1,744,047.

Profit Sharing plans are subject to ERISA disclosure requirements and annual reporting obligations.

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Plan Sponsor: PRIVATE PORTFOLIO, INC

Location: 7816 IVANHOE AVE, STE 10, LA JOLLA, CA 92037

EIN: 330616531

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: Profit Sharing

Participants: 3

Total Assets: $1,744,047

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