JEFFREY ROME & ASSOCIATES PROFIT SHARING PLAN

[ EIN: 33-0797456 | Plan No. 001 ]

Form 5500 records indicate that JEFFREY ROME & ASSOCIATES PROFIT SHARING PLAN is a Profit Sharing plan sponsored by JEFFREY ROME & ASSOCIATES. The plan is classified as a Small Plan with 2 participants and assets totaling $573,351 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: JEFFREY ROME & ASSOCIATES

Location: 1715 PORT CHARLES PLACE, NEWPORT BEACH, CA 92660

EIN: 330797456

Plan Number: 001

Plan Year: 2023

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: Profit Sharing

Participants: 2

Total Assets: $573,351

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