COURTLANDT FINANCIAL GROUP, INC. CASH BALANCE PENSION PLAN

[ EIN: 33-0666221 | Plan No. 002 ]

Form 5500 records indicate that COURTLANDT FINANCIAL GROUP, INC. CASH BALANCE PENSION PLAN is a Defined Benefit plan sponsored by COURTLANDT FINANCIAL GROUP, INC.. The plan is classified as a Small Plan with 2 participants and assets totaling $313,495 for the 2024 plan year.

Defined Benefit 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: 002

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Benefit

Plan Type: Defined Benefit

Participants: 2

Total Assets: $313,495

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