CORE FINANCIAL ADVISORS 401(K)PROFIT SHARING PLAN

[ EIN: 33-0784539 | Plan No. 001 ]

Form 5500 filing classifies CORE FINANCIAL ADVISORS 401(K)PROFIT SHARING PLAN as a 401(k) plan, sponsored by CORE FINANCIAL ADVISORS, LLC. The plan is a Small Plan with 5 participants and total assets of $1,411,929 reported for the 2023 plan year.

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

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Plan Sponsor: CORE FINANCIAL ADVISORS, LLC

Location: 1918 BUSINESS CENTER DR., SAN BERNARDINO, CA 92408

EIN: 330784539

Plan Number: 001

Plan Year: 2023

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 5

Total Assets: $1,411,929

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