Blue Stone Strategy Group, LLC

Form 5500

BLUE STONE STRATEGY GROUP, LLC

25431 Cabot Road, Suite 200e, Laguna Hills, Ca 92653 (949) 476-8828 EIN:26-1600911 Plan Admin:Henry Despain, Apa, Qpa, Erpa

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameBLUE STONE STRATEGY GROUP, LLC CASH BALANCE PLAN Plan #001 Participants BOY/EOY9 / 12 Assets BOY/EOY$1,177,920 / $1,681,439	2022	BLUE STONE STRATEGY GROUP, LLC CASH BALANCE PLAN - Plan #001	9 / 12	$1,177,920 / $1,681,439
2022	Plan NameBLUE STONE STRATEGY GROUP, LLC 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY11 / 14 Assets BOY/EOY$217,060 / $298,797	2022	BLUE STONE STRATEGY GROUP, LLC 401(K) PROFIT SHARING PLAN - Plan #002	11 / 14	$217,060 / $298,797
2021	Plan NameBLUE STONE STRATEGY GROUP, LLC CASH BALANCE PLAN Plan #001 Participants BOY/EOY7 / 9 Assets BOY/EOY$707,402 / $1,177,920	2021	BLUE STONE STRATEGY GROUP, LLC CASH BALANCE PLAN - Plan #001	7 / 9	$707,402 / $1,177,920
2021	Plan NameBLUE STONE STRATEGY GROUP, LLC 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY9 / 11 Assets BOY/EOY$132,364 / $217,060	2021	BLUE STONE STRATEGY GROUP, LLC 401(K) PROFIT SHARING PLAN - Plan #002	9 / 11	$132,364 / $217,060
2020	Plan NameBLUE STONE STRATEGY GROUP, LLC CASH BALANCE PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$388,606 / $707,402	2020	BLUE STONE STRATEGY GROUP, LLC CASH BALANCE PLAN - Plan #001	6 / 6	$388,606 / $707,402
2020	Plan NameBLUE STONE STRATEGY GROUP, LLC 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY8 / 8 Assets BOY/EOY$50,982 / $132,364	2020	BLUE STONE STRATEGY GROUP, LLC 401(K) PROFIT SHARING PLAN - Plan #002	8 / 8	$50,982 / $132,364
2019	Plan NameBLUE STONE STRATEGY GROUP, LLC CASH BALANCE PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$184,550 / $388,606	2019	BLUE STONE STRATEGY GROUP, LLC CASH BALANCE PLAN - Plan #001	7 / 7	$184,550 / $388,606
2019	Plan NameBLUE STONE STRATEGY GROUP, LLC 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY8 / 8 Assets BOY/EOY$15,450 / $50,982	2019	BLUE STONE STRATEGY GROUP, LLC 401(K) PROFIT SHARING PLAN - Plan #002	8 / 8	$15,450 / $50,982