THE NATELSON DALE GROUP, INC. PROFIT SHARING 401(K) PLAN AND TRUST

[ EIN: 95-4647275 | Plan No. 001 ]

Form 5500 filing classifies THE NATELSON DALE GROUP, INC. PROFIT SHARING 401(K) PLAN AND TRUST as a 401(k) plan, sponsored by THE NATELSON DALE GROUP, INC.. The plan is a Small Plan with 3 participants and total assets of $1,720,362 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: THE NATELSON DALE GROUP, INC.

Location: P.O. BOX 489, YORBA LINDA, CA 92885

EIN: 954647275

Plan Number: 001

Plan Year: 2023

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 3

Total Assets: $1,720,362

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