A. J. KIRKWOOD & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

[ EIN: 33-0707710 | Plan No. 003 ]

A. J. KIRKWOOD & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN is reported on Form 5500 as a ESOP plan sponsored by A.J. KIRKWOOD & ASSOCIATES, INC.. For the 2023 plan year, the plan had 632 participants and total assets of $23,755,997.

ESOP plans are subject to ERISA disclosure requirements and annual reporting obligations.

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Plan Sponsor: A.J. KIRKWOOD & ASSOCIATES, INC.

Location: 4300 N. HARBOR BLVD., FULLERTON, CA 92835

EIN: 330707710

Plan Number: 003

Plan Year: 2023

Plan Size: Large Plan

Plan Entity Type: Defined Contribution

Plan Type: ESOP

Participants: 632

Total Assets: $23,755,997

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