CORPORATE STRATEGIES, INC. 401(K) PROFIT SHARING PLAN

[ EIN: 95-4667706 | Plan No. 001 ]

CORPORATE STRATEGIES, INC. 401(K) PROFIT SHARING PLAN, sponsored by CORPORATE STRATEGIES - INSURANCE AND FINANCIAL SERVICES, INC., appears in Form 5500 filings as a 401(k) plan. The plan reported 9 participants and total assets of $4,626,099 during the 2024 reporting period.

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

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Plan Sponsor: CORPORATE STRATEGIES - INSURANCE AND FINANCIAL SERVICES, INC.

Location: 21021 VENTURA BLVD., SUITE 200, WOODLAND HILLS, CA 91364

EIN: 954667706

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 9

Total Assets: $4,626,099

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