ACCESS FINANCIAL RESOURCES, INC. 401(K) PROFIT SHARING PLAN

[ EIN: 33-0733797 | Plan No. 002 ]

Form 5500 records indicate that ACCESS FINANCIAL RESOURCES, INC. 401(K) PROFIT SHARING PLAN is a 401(k) plan sponsored by ACCESS FINANCIAL RESOURCES, INC.. The plan is classified as a Small Plan with 1 participants and assets totaling $521,303 for the 2017 plan year.

These filings allow insight into employer-sponsored plan structure, participation levels, and financial data.

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Plan Sponsor: ACCESS FINANCIAL RESOURCES, INC.

Location: 22471 LABRUSCA, MISSION VIEJO, CA 92692

EIN: 330733797

Plan Number: 002

Plan Year: 2017

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 1

Total Assets: $521,303

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