The Carey Group, Inc.

Form 5500

THE CAREY GROUP, INC.

5325 Calle Real, Santa Barbara, Ca 93111 (805) 964-7000 EIN:95-3338338 Plan Admin:Santa Barbara Pension Consultants, Inc.

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameTHE CAREY GROUP, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY19 / 21 Assets BOY/EOY$4,117,585 / $4,872,832	2023	THE CAREY GROUP, INC. 401(K) PROFIT SHARING PLAN - Plan #001	19 / 21	$4,117,585 / $4,872,832
2022	Plan NameTHE CAREY GROUP, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY20 / 19 Assets BOY/EOY$4,569,291 / $4,117,585	2022	THE CAREY GROUP, INC. 401(K) PROFIT SHARING PLAN - Plan #001	20 / 19	$4,569,291 / $4,117,585
2021	Plan NameTHE CAREY GROUP, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY17 / 20 Assets BOY/EOY$4,112,747 / $4,569,291	2021	THE CAREY GROUP, INC. 401(K) PROFIT SHARING PLAN - Plan #001	17 / 20	$4,112,747 / $4,569,291
2020	Plan NameTHE CAREY GROUP, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY18 / 17 Assets BOY/EOY$3,572,961 / $4,112,747	2020	THE CAREY GROUP, INC. 401(K) PROFIT SHARING PLAN - Plan #001	18 / 17	$3,572,961 / $4,112,747
2019	Plan NameTHE CAREY GROUP, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY19 / 18 Assets BOY/EOY$3,044,624 / $3,572,961	2019	THE CAREY GROUP, INC. 401(K) PROFIT SHARING PLAN - Plan #001	19 / 18	$3,044,624 / $3,572,961