JAMES E. SORGE, DMD, APC 401(K) PLAN

[ EIN: 33-0825371 | Plan No. 001 ]

Form 5500 filing classifies JAMES E. SORGE, DMD, APC 401(K) PLAN as a 401(k) plan, sponsored by JAMES E. SORGE, DMD, APC. The plan is a Small Plan with 7 participants and total assets of $3,019,344 reported 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: JAMES E. SORGE, DMD, APC

Location: 1171 PUERTA DEL SOL, SUITE C, SAN CLEMENTE, CA 92673

EIN: 330825371

Plan Number: 001

Plan Year: 2023

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 7

Total Assets: $3,019,344

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