Initialized Capital Management, LLC

Form 5500

INITIALIZED CAPITAL MANAGEMENT, LLC

464 Tehama Street, San Francisco, Ca 94103 (415) 523-0988 EIN:45-4521136 Plan Admin:Chi An

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameINITIALIZED CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY46 / 49 Assets BOY/EOY$4,583,653 / $6,334,477	2023	INITIALIZED CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN - Plan #001	46 / 49	$4,583,653 / $6,334,477
2022	Plan NameINITIALIZED CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY35 / 46 Assets BOY/EOY$3,099,513 / $4,583,653	2022	INITIALIZED CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN - Plan #001	35 / 46	$3,099,513 / $4,583,653
2021	Plan NameINITIALIZED CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY25 / 35 Assets BOY/EOY$1,836,310 / $3,099,513	2021	INITIALIZED CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN - Plan #001	25 / 35	$1,836,310 / $3,099,513
2020	Plan NameINITIALIZED CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY21 / 25 Assets BOY/EOY$1,192,735 / $1,836,310	2020	INITIALIZED CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN - Plan #001	21 / 25	$1,192,735 / $1,836,310
2019	Plan NameINITIALIZED CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY16 / 21 Assets BOY/EOY$755,813 / $1,192,735	2019	INITIALIZED CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN - Plan #001	16 / 21	$755,813 / $1,192,735