MIDWOOD FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN

[ EIN: 95-4646566 | Plan No. 002 ]

The MIDWOOD FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN plan, sponsored by MIDWOOD FINANCIAL SERVICES, INC., is listed in Form 5500 data as a 401(k) plan. The filing reports 27 participants and total assets of $10,795,082 for plan year 2024.

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

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Plan Sponsor: MIDWOOD FINANCIAL SERVICES, INC.

Location: 16133 VENTURA BLVD., SUITE 700, ENCINO, CA 91436

EIN: 954646566

Plan Number: 002

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 27

Total Assets: $10,795,082

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