CORPORATE STRATEGIES, INC. CASH BALANCE PENSION PLAN

[ EIN: 95-4667706 | Plan No. 002 ]

Form 5500 records indicate that CORPORATE STRATEGIES, INC. CASH BALANCE PENSION PLAN is a Defined Benefit plan sponsored by CORPORATE STRATEGIES - INSURANCE AND FINANCIAL SERVICES, INC.. The plan is classified as a Small Plan with 6 participants and assets totaling $1,211,566 for the 2024 plan year.

These filings allow insight into employer-sponsored plan structure, participation levels, and financial data.

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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: 002

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Benefit

Plan Type: Defined Benefit

Participants: 6

Total Assets: $1,211,566

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