LIGHTHOUSE FINANCIAL SERVICES, INC. CASH BALANCE PLAN

[ EIN: 33-0818241 | Plan No. 002 ]

LIGHTHOUSE FINANCIAL SERVICES, INC. CASH BALANCE PLAN, sponsored by LIGHTHOUSE FINANCIAL SERVICES, INC., appears in Form 5500 filings as a Defined Benefit plan. The plan reported 4 participants and total assets of $1,366,483 during the 2024 reporting period.

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

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Plan Sponsor: LIGHTHOUSE FINANCIAL SERVICES, INC.

Location: 3070 SATURN STREET, SUITE 101, BREA, CA 92821

EIN: 330818241

Plan Number: 002

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Benefit

Plan Type: Defined Benefit

Participants: 4

Total Assets: $1,366,483

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