JIM FERRY & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

[ EIN: 33-0773262 | Plan No. 002 ]

JIM FERRY & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN is reported on Form 5500 as a 401(k) plan sponsored by JIM FERRY & ASSOCIATES, INC.. For the 2023 plan year, the plan had 3 participants and total assets of $2,702,868.

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

---

Plan Sponsor: JIM FERRY & ASSOCIATES, INC.

Location: 135 SOUTH STATE COLLEGE BLVD, BREA, CA 92821

EIN: 330773262

Plan Number: 002

Plan Year: 2023

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 3

Total Assets: $2,702,868

---