Gradient Capital Advisors, LLC

Form 5500

GRADIENT CAPITAL ADVISORS, LLC

2125 Poinsettia Dr, San Diego, Ca 92107 (619) 255-0700 EIN:46-3539447 Plan Admin:Timothy Sagawa

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameGRADIENT CAPITAL ADVISORS, LLC DEFINED BENEFIT PENSION PLAN Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$1,081,529 / $1,321,746	2022	GRADIENT CAPITAL ADVISORS, LLC DEFINED BENEFIT PENSION PLAN - Plan #002	4 / 4	$1,081,529 / $1,321,746
2022	Plan NameGRADIENT CAPITAL ADVISORS RETIREMENT TRUST Plan #001 Participants BOY/EOY8 / 5 Assets BOY/EOY$1,012,850 / $984,185	2022	GRADIENT CAPITAL ADVISORS RETIREMENT TRUST - Plan #001	8 / 5	$1,012,850 / $984,185
2021	Plan NameGRADIENT CAPITAL ADVISORS, LLC DEFINED BENEFIT PENSION PLAN Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$705,647 / $1,081,529	2021	GRADIENT CAPITAL ADVISORS, LLC DEFINED BENEFIT PENSION PLAN - Plan #002	4 / 4	$705,647 / $1,081,529
2021	Plan NameGRADIENT CAPITAL ADVISORS RETIREMENT TRUST Plan #001 Participants BOY/EOY8 / 9 Assets BOY/EOY$736,461 / $1,012,850	2021	GRADIENT CAPITAL ADVISORS RETIREMENT TRUST - Plan #001	8 / 9	$736,461 / $1,012,850
2020	Plan NameGRADIENT CAPITAL ADVISORS RETIREMENT TRUST Plan #001 Participants BOY/EOY7 / 8 Assets BOY/EOY$548,718 / $736,461	2020	GRADIENT CAPITAL ADVISORS RETIREMENT TRUST - Plan #001	7 / 8	$548,718 / $736,461
2020	Plan NameGRADIENT CAPITAL ADVISORS, LLC DEFINED BENEFIT PENSION PLAN Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$437,943 / $705,647	2020	GRADIENT CAPITAL ADVISORS, LLC DEFINED BENEFIT PENSION PLAN - Plan #002	4 / 4	$437,943 / $705,647
2019	Plan NameGRADIENT CAPITAL ADVISORS RETIREMENT TRUST Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$349,923 / $548,718	2019	GRADIENT CAPITAL ADVISORS RETIREMENT TRUST - Plan #001	7 / 7	$349,923 / $548,718
2019	Plan NameGRADIENT CAPITAL ADVISORS, LLC DEFINED BENEFIT PENSION PLAN Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$179,505 / $437,943	2019	GRADIENT CAPITAL ADVISORS, LLC DEFINED BENEFIT PENSION PLAN - Plan #002	4 / 4	$179,505 / $437,943