COURTLANDT FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN

[ EIN: 33-0666221 | Plan No. 001 ]

Form 5500 filing classifies COURTLANDT FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN as a 401(k) plan, sponsored by COURTLANDT FINANCIAL GROUP, INC.. The plan is a Small Plan with 4 participants and total assets of $202,824 reported for the 2024 plan year.

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

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Plan Sponsor: COURTLANDT FINANCIAL GROUP, INC.

Location: P.O. BOX 11929, NEWPORT BEACH, CA 92658

EIN: 330666221

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 4

Total Assets: $202,824

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