SUCCESSFUL FINANCIAL STRATEGIES PENSION PLAN

[ EIN: 33-0668686 | Plan No. 001 ]

SUCCESSFUL FINANCIAL STRATEGIES PENSION PLAN, sponsored by ED MARTELL & ASSOCIATES, A SOLE PROPRIETORSHIP, appears in Form 5500 filings as a Defined Benefit plan. The plan reported 2 participants and total assets of $594,713 during the 2024 reporting period.

Form 5500 filings provide transparency into participant counts, financial structure, and compliance reporting.

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Plan Sponsor: ED MARTELL & ASSOCIATES, A SOLE PROPRIETORSHIP

Location: 9550 WARNER AVE., SUITE 336, FOUNTAIN VALLEY, CA 92708

EIN: 330668686

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Benefit

Plan Type: Defined Benefit

Participants: 2

Total Assets: $594,713

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