Capitol Strategic Advisors, LLC

Form 5500

CAPITOL STRATEGIC ADVISORS, LLC

1215 K Street Suite 1760, Sacramento, Ca 95814 (916) 325-8591 EIN:45-2222564 Plan Admin:James Jack

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameCAPITOL STRATEGIC ADVISORS, LLC CASH BALANCE PENSION PLAN AND TRUST Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$458,557 / $612,136	2022	CAPITOL STRATEGIC ADVISORS, LLC CASH BALANCE PENSION PLAN AND TRUST - Plan #002	2 / 2	$458,557 / $612,136
2022	Plan NameCAPITOL STRATEGIC ADVISORS, LLC 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$108,925 / $184,665	2022	CAPITOL STRATEGIC ADVISORS, LLC 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001	2 / 2	$108,925 / $184,665
2021	Plan NameCAPITOL STRATEGIC ADVISORS, LLC CASH BALANCE PENSION PLAN AND TRUST Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$237,800 / $458,557	2021	CAPITOL STRATEGIC ADVISORS, LLC CASH BALANCE PENSION PLAN AND TRUST - Plan #002	2 / 2	$237,800 / $458,557
2021	Plan NameCAPITOL STRATEGIC ADVISORS, LLC 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY3 / 2 Assets BOY/EOY$41,631 / $108,925	2021	CAPITOL STRATEGIC ADVISORS, LLC 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001	3 / 2	$41,631 / $108,925
2020	Plan NameCAPITOL STRATEGIC ADVISORS, LLC CASH BALANCE PENSION PLAN AND TRUST Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$116,000 / $237,800	2020	CAPITOL STRATEGIC ADVISORS, LLC CASH BALANCE PENSION PLAN AND TRUST - Plan #002	2 / 2	$116,000 / $237,800
2020	Plan NameCAPITOL STRATEGIC ADVISORS, LLC 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$7,434 / $41,631	2020	CAPITOL STRATEGIC ADVISORS, LLC 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001	3 / 3	$7,434 / $41,631
2019	Plan NameCAPITOL STRATEGIC ADVISORS, LLC CASH BALANCE PENSION PLAN AND TRUST Plan #002 Participants BOY/EOY3 / 2 Assets BOY/EOY$0 / $116,000	2019	CAPITOL STRATEGIC ADVISORS, LLC CASH BALANCE PENSION PLAN AND TRUST - Plan #002	3 / 2	$0 / $116,000
2019	Plan NameCAPITOL STRATEGIC ADVISORS, LLC 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$0 / $7,434	2019	CAPITOL STRATEGIC ADVISORS, LLC 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001	3 / 3	$0 / $7,434