WALKER FINANCIAL ADVISORS, INC. DEFINED BENEFIT PENSION PLAN

[ EIN: 33-0785066 | Plan No. 002 ]

Form 5500 records indicate that WALKER FINANCIAL ADVISORS, INC. DEFINED BENEFIT PENSION PLAN is a Defined Benefit plan sponsored by WALKER FINANCIAL ADVISORS, INC.. The plan is classified as a Small Plan with 3 participants and assets totaling $797,490 for the 2023 plan year.

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

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Plan Sponsor: WALKER FINANCIAL ADVISORS, INC.

Location: 27201 PUERTA REAL, SUITE 465, MISSION VIEJO, CA 92691

EIN: 330785066

Plan Number: 002

Plan Year: 2023

Plan Size: Small Plan

Plan Entity Type: Defined Benefit

Plan Type: Defined Benefit

Participants: 3

Total Assets: $797,490

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