LAPOINTE WEALTH MANAGEMENT, INC. 401-K PROFIT SHARING PLAN

[ EIN: 33-0703710 | Plan No. 001 ]

LAPOINTE WEALTH MANAGEMENT, INC. 401-K PROFIT SHARING PLAN, sponsored by LAPOINTE WEALTH MANAGEMENT, INC., appears in Form 5500 filings as a 401(k) plan. The plan reported 6 participants and total assets of $901,195 during the 2012 reporting period.

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

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Plan Sponsor: LAPOINTE WEALTH MANAGEMENT, INC.

Location: 28544 OLD TOWN FRONT ST. STE 201, TEMECULA, CA 92592

EIN: 330703710

Plan Number: 001

Plan Year: 2012

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 6

Total Assets: $901,195

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