SKORHEIM & ASSOCIATES AN ACCOUNTANCY CORPORATION 401(K) PLAN

[ EIN: 33-0667333 | Plan No. 001 ]

Form 5500 filing classifies SKORHEIM & ASSOCIATES AN ACCOUNTANCY CORPORATION 401(K) PLAN as a 401(k) plan, sponsored by SKORHEIM & ASSOCIATES, AAC DBA SKORHEIM CERTIFIED PUBLIC ACCOUNTANTS. The plan is a Small Plan with 7 participants and total assets of $1,025,674 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: SKORHEIM & ASSOCIATES, AAC DBA SKORHEIM CERTIFIED PUBLIC ACCOUNTANTS

Location: 25301 CABOT RD, SUITE 210, LAGUNA HILLS, CA 92691

EIN: 330667333

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 7

Total Assets: $1,025,674

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