MICHAEL L. MERRILL & ASSOC. PS PLAN

[ EIN: 33-0809805 | Plan No. 001 ]

Form 5500 filing classifies MICHAEL L. MERRILL & ASSOC. PS PLAN as a 401(k) plan, sponsored by MICHAEL L. MERRILL & ASSOCIATES, INC.. The plan is a Small Plan with 10 participants and total assets of $3,002,041 reported for the 2024 plan year.

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

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Plan Sponsor: MICHAEL L. MERRILL & ASSOCIATES, INC.

Location: 1305 PIONEER STREET, BREA, CA 92821

EIN: 330809805

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 10

Total Assets: $3,002,041

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