MOREY & UPTON, LLP PROFIT SHARING PLAN

[ EIN: 33-0647479 | Plan No. 001 ]

The MOREY & UPTON, LLP PROFIT SHARING PLAN plan, sponsored by MOREY & UPTON, LLP, is listed in Form 5500 data as a Profit Sharing plan. The filing reports 37 participants and total assets of $5,244,848 for plan year 2024.

These filings allow insight into employer-sponsored plan structure, participation levels, and financial data.

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Plan Sponsor: MOREY & UPTON, LLP

Location: 611 ANTON BLVD., SUITE 800, COSTA MESA, CA 92626

EIN: 330647479

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: Profit Sharing

Participants: 37

Total Assets: $5,244,848

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