DAN TOBIAS & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

[ EIN: 33-0768575 | Plan No. 004 ]

Form 5500 filing classifies DAN TOBIAS & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN as a 401(k) plan, sponsored by DAN TOBIAS & ASSOCIATES, INC.. The plan is a Small Plan with 3 participants and total assets of $7,707,219 reported for the 2024 plan year.

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

---

Plan Sponsor: DAN TOBIAS & ASSOCIATES, INC.

Location: 928 HORNBLEND STREET, #1, SAN DIEGO, CA 92109

EIN: 330768575

Plan Number: 004

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 3

Total Assets: $7,707,219

---