SMITH & SUSSON, LLP MONEY PURCHASE PENSION PLAN

[ EIN: 33-0815661 | Plan No. 001 ]

SMITH & SUSSON, LLP MONEY PURCHASE PENSION PLAN is reported on Form 5500 as a Money Purchase plan sponsored by SMITH & SUSSON, LLP. For the 2023 plan year, the plan had 3 participants and total assets of $1,356.

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

---

Plan Sponsor: SMITH & SUSSON, LLP

Location: 2 CORPORATE PLAZA, SUITE 275, NEWPORT BEACH, CA 92660

EIN: 330815661

Plan Number: 001

Plan Year: 2023

Plan Size: Large Plan

Plan Entity Type: Defined Contribution

Plan Type: Money Purchase

Participants: 3

Total Assets: $1,356

---