# EDGAR Filing Document

**Accession Number:** 0001330759
**File Stem:** 0001330759-26-000006
**Filing Date:** 2026-5
**Character Count:** 2396
**Document Hash:** ea00839b0a971575d32179ffe5a37425
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001330759-26-000006.hdr.sgml**: 20260507

**ACCESSION NUMBER**: 0001330759-26-000006

**CONFORMED SUBMISSION TYPE**: X-17A-5

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260507

**DATE AS OF CHANGE**: 20260507

**EFFECTIVENESS DATE**: 20260507

**PERIOD START**: 20250101

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** PLAN B INVESTMENTS, INC.
- **CENTRAL INDEX KEY:** 0001330759

**ORGANIZATION NAME:**
- **EIN:** 201688448
- **STATE OF INCORPORATION:** CA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** X-17A-5
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 008-66978
- **FILM NUMBER:** 26952118

**BUSINESS ADDRESS:**
- **STREET 1:** 13770 CENTER ST
- **STREET 2:** SUITE 206
- **CITY:** CARMEL VALLEY
- **STATE:** CA
- **ZIP:** 93924
- **BUSINESS PHONE:** 818-859-7300

**MAIL ADDRESS:**
- **STREET 1:** PO BOX 669
- **STREET 2:** SUITE 206
- **CITY:** CARMEL VALLEY
- **STATE:** CA
- **ZIP:** 93924

### Attached PDF Documents

**Attachment 1:** `2025pbiiaudit.pdf`

_No text found in this document._

### UNITED STATES SECURITIES AND EXCHANGE COMMISSION
**Washington, D.C. 20549**

## FORM X-17A-5

### ANNUAL AUDITED REPORT

### Filer Information

**Filer CIK:** 0001330759

**Filer CCC:** XXXXXXXX

**Is this a LIVE or TEST filing?:** LIVE

**Would you like a Return Copy?:** Yes

### Submission Information

**Report Period Begin Date:** 01-01-2025

**Report Period End Date:** 12-31-2025

**Type of Registrant:** Broker-dealer

**Any material weaknesses identified?:** No

### Registrant Identification

**Name of Broker-Dealer:** PLAN B INVESTMENTS, INC.

**Business Address:** 13770 CENTER ST, SUITE 206, CARMEL VALLEY, CA, 93924

**Contact Person:** Martin P. O'Malley, Jr.

**Contact Phone:** 8188597300

### Independent Public Accountant Identification

**Accountant Name:** OHAB and Company, PA

**Accountant Address:** 100 E. Sybelia Ave Suite 130, Maitland, FL, 32751

**Accountant Type:** Certified Public Accountant

### OATH OR AFFIRMATION

I, **Martin P. O'Malley, Jr.**, swear (or affirm) that, to the best of my knowledge and belief, the accompanying financial statements and supporting schedules pertaining to the firm of **PLAN B INVESTMENTS, INC.**, as of **05-07-2026**, are true and correct.

**Signature:** Martin P. O'Malley, Jr.

**Title:** President