Envision Capital Group LLC

Form 5500

ENVISION CAPITAL GROUP, LLC

29982 Ivy Glenn Dr FL 1, Laguna Niguel, Ca 92677 (949) 225-1777 EIN:20-8144611 Plan Admin:Oliver Moreno

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameENVISION CAPITAL GROUP, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY40 / 44 Assets BOY/EOY$1,656,990 / $1,783,638	2023	ENVISION CAPITAL GROUP, LLC 401(K) PROFIT SHARING PLAN - Plan #001	40 / 44	$1,656,990 / $1,783,638
2022	Plan NameENVISION CAPITAL GROUP, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY30 / 40 Assets BOY/EOY$1,980,720 / $1,656,990	2022	ENVISION CAPITAL GROUP, LLC 401(K) PROFIT SHARING PLAN - Plan #001	30 / 40	$1,980,720 / $1,656,990
2021	Plan NameENVISION CAPITAL GROUP, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY28 / 30 Assets BOY/EOY$1,418,112 / $1,980,720	2021	ENVISION CAPITAL GROUP, LLC 401(K) PROFIT SHARING PLAN - Plan #001	28 / 30	$1,418,112 / $1,980,720
2020	Plan NameENVISION CAPITAL GROUP, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY34 / 28 Assets BOY/EOY$1,104,282 / $1,418,112	2020	ENVISION CAPITAL GROUP, LLC 401(K) PROFIT SHARING PLAN - Plan #001	34 / 28	$1,104,282 / $1,418,112
2019	Plan NameENVISION CAPITAL GROUP, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY33 / 34 Assets BOY/EOY$788,876 / $1,104,282	2019	ENVISION CAPITAL GROUP, LLC 401(K) PROFIT SHARING PLAN - Plan #001	33 / 34	$788,876 / $1,104,282