CLARIFY WEALTH MANAGEMENT, INC. RETIREMENT PLAN

[ EIN: 45-4275587 | Plan No. 001 ]

Form 5500 filing classifies CLARIFY WEALTH MANAGEMENT, INC. RETIREMENT PLAN as a 401(k) plan, sponsored by CLARIFY WEALTH MANAGEMENT, INC.. The plan is a Small Plan with 12 participants and total assets of $2,071,643 reported for the 2023 plan year.

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

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Plan Sponsor: CLARIFY WEALTH MANAGEMENT, INC.

Location: 50 E-BUSINESS WAY, SUITE 100, CINCINNATI, OH 45241

EIN: 454275587

Plan Number: 001

Plan Year: 2023

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 12

Total Assets: $2,071,643

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