Avalan, LLC

Form 5500

AVALAN, LLC

233 E. Carrillo St. STE B, Santa Barbara, Ca 93101 (805) 962-7725 EIN:27-4448768 Plan Admin:Kathryn Courain

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameAVALAN WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY16 / 15 Assets BOY/EOY$598,419 / $943,120	2023	AVALAN WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN - Plan #002	16 / 15	$598,419 / $943,120
2022	Plan NameAVALAN WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY9 / 14 Assets BOY/EOY$618,525 / $598,419	2022	AVALAN WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN - Plan #002	9 / 14	$618,525 / $598,419
2021	Plan NameAVALAN WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY8 / 10 Assets BOY/EOY$55,577 / $618,525	2021	AVALAN WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN - Plan #002	8 / 10	$55,577 / $618,525
2020	Plan NameAVALAN WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY7 / 8 Assets BOY/EOY$6,184 / $55,577	2020	AVALAN WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN - Plan #002	7 / 8	$6,184 / $55,577
2019	Plan NameAVALAN WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY3 / 6 Assets BOY/EOY$0 / $6,184	2019	AVALAN WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN - Plan #002	3 / 6	$0 / $6,184