Grassi Investment Management, LLC

Form 5500

GRASSI INVESTMENT MANAGEMENT LLC

2350 Mission College Blvd., STE 190, Santa Clara, Ca 95054 (650) 934-0770 EIN:94-3350355 Plan Admin:Kathrine Hatch

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameGRASSI INVESTMENT MANAGEMENT LLC 401(K) & PROFIT SHARING PLAN Plan #002 Participants BOY/EOY6 / 6 Assets BOY/EOY$994,858 / $1,333,251	2023	GRASSI INVESTMENT MANAGEMENT LLC 401(K) & PROFIT SHARING PLAN - Plan #002	6 / 6	$994,858 / $1,333,251
2022	Plan NameGRASSI INVESTMENT MANAGEMENT LLC 401(K) & PROFIT SHARING PLAN Plan #002 Participants BOY/EOY6 / 6 Assets BOY/EOY$1,199,140 / $994,858	2022	GRASSI INVESTMENT MANAGEMENT LLC 401(K) & PROFIT SHARING PLAN - Plan #002	6 / 6	$1,199,140 / $994,858
2021	Plan NameGRASSI INVESTMENT MANAGEMENT LLC 401(K) & PROFIT SHARING PLAN Plan #002 Participants BOY/EOY5 / 6 Assets BOY/EOY$1,002,264 / $1,199,140	2021	GRASSI INVESTMENT MANAGEMENT LLC 401(K) & PROFIT SHARING PLAN - Plan #002	5 / 6	$1,002,264 / $1,199,140
2020	Plan NameGRASSI INVESTMENT MANAGEMENT LLC 401(K) & PROFIT SHARING PLAN Plan #002 Participants BOY/EOY7 / 5 Assets BOY/EOY$739,778 / $1,002,264	2020	GRASSI INVESTMENT MANAGEMENT LLC 401(K) & PROFIT SHARING PLAN - Plan #002	7 / 5	$739,778 / $1,002,264
2019	Plan NameGRASSI INVESTMENT MANAGEMENT LLC 401(K) & PROFIT SHARING PLAN Plan #002 Participants BOY/EOY6 / 7 Assets BOY/EOY$557,818 / $739,778	2019	GRASSI INVESTMENT MANAGEMENT LLC 401(K) & PROFIT SHARING PLAN - Plan #002	6 / 7	$557,818 / $739,778