California Advisors, LLC

Form 5500

CALIFORNIA ADVISORS, LLC

915 L Street, Suite 1270, Sacramento, Ca 95814 (916) 930-0796 EIN:27-4343902 Plan Admin:Delaney Hunter

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameCALIFORNIA ADVISORS, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY8 / 8 Assets BOY/EOY$1,467,000 / $1,326,866	2022	CALIFORNIA ADVISORS, LLC CASH BALANCE PLAN - Plan #002	8 / 8	$1,467,000 / $1,326,866
2022	Plan NameCALIFORNIA ADVISORS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$1,088,270 / $1,155,611	2022	CALIFORNIA ADVISORS, LLC 401(K) PROFIT SHARING PLAN - Plan #001	8 / 8	$1,088,270 / $1,155,611
2021	Plan NameCALIFORNIA ADVISORS, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY9 / 8 Assets BOY/EOY$2,807,726 / $1,467,000	2021	CALIFORNIA ADVISORS, LLC CASH BALANCE PLAN - Plan #002	9 / 8	$2,807,726 / $1,467,000
2021	Plan NameCALIFORNIA ADVISORS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY9 / 8 Assets BOY/EOY$2,007,491 / $1,088,270	2021	CALIFORNIA ADVISORS, LLC 401(K) PROFIT SHARING PLAN - Plan #001	9 / 8	$2,007,491 / $1,088,270
2020	Plan NameCALIFORNIA ADVISORS, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY9 / 9 Assets BOY/EOY$2,372,812 / $2,807,726	2020	CALIFORNIA ADVISORS, LLC CASH BALANCE PLAN - Plan #002	9 / 9	$2,372,812 / $2,807,726
2020	Plan NameCALIFORNIA ADVISORS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$1,561,097 / $2,007,491	2020	CALIFORNIA ADVISORS, LLC 401(K) PROFIT SHARING PLAN - Plan #001	9 / 9	$1,561,097 / $2,007,491
2019	Plan NameCALIFORNIA ADVISORS, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY6 / 6 Assets BOY/EOY$1,809,502 / $2,372,812	2019	CALIFORNIA ADVISORS, LLC CASH BALANCE PLAN - Plan #002	6 / 6	$1,809,502 / $2,372,812
2019	Plan NameCALIFORNIA ADVISORS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY8 / 6 Assets BOY/EOY$750,780 / $1,561,097	2019	CALIFORNIA ADVISORS, LLC 401(K) PROFIT SHARING PLAN - Plan #001	8 / 6	$750,780 / $1,561,097