ADVANCED PLANNING GROUP, INC. 401(K) PLAN

[ EIN: 33-0816197 | Plan No. 001 ]

ADVANCED PLANNING GROUP, INC. 401(K) PLAN is reported on Form 5500 as a 401(k) plan sponsored by ADVANCED PLANNING INSURANCE AND FINANCIAL GROUP, INC.. For the 2024 plan year, the plan had 5 participants and total assets of $105,605.

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

---

Plan Sponsor: ADVANCED PLANNING INSURANCE AND FINANCIAL GROUP, INC.

Location: 4770 CAMPUS DR STE 210, NEWPORT BEACH, CA 92660

EIN: 330816197

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 5

Total Assets: $105,605

---