POLACHECK & ASSOCIATES, INC. PROFIT SHARING PLAN

[ EIN: 95-4678456 | Plan No. 002 ]

POLACHECK & ASSOCIATES, INC. PROFIT SHARING PLAN, sponsored by S&A POLACHECK & ASSOCIATES, INC., appears in Form 5500 filings as a 401(k) plan. The plan reported 23 participants and total assets of $5,798,311 during the 2023 reporting period.

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

---

Plan Sponsor: S&A POLACHECK & ASSOCIATES, INC.

Location: 4719 COMMONS WAY, SUITE E, CALABASAS, CA 91302

EIN: 954678456

Plan Number: 002

Plan Year: 2023

Plan Size: Large Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 23

Total Assets: $5,798,311

---