Phase 2 Partners, LLC

Form 5500

PHASE 2 PARTNERS, LLC

44 Montgomery St., STE 2970, San Francisco, Ca 94104 (415) 503-5712 EIN:38-4158214 Plan Admin:Rachael Clarke

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NamePHASE 2 PARTNERS, LLC JUSTIN AND MICHELLE HUGHES DBPP AND TRUST Plan #005 Participants BOY/EOY3 / 3 Assets BOY/EOY$2,166,200 / $2,742,490	2022	PHASE 2 PARTNERS, LLC JUSTIN AND MICHELLE HUGHES DBPP AND TRUST - Plan #005	3 / 3	$2,166,200 / $2,742,490
2022	Plan NamePHASE 2 PARTNERS, LLC RACHAEL CLARKE DEFINED BENEFIT PENSION PLAN AND TRUST Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,751,627 / $1,983,583	2022	PHASE 2 PARTNERS, LLC RACHAEL CLARKE DEFINED BENEFIT PENSION PLAN AND TRUST - Plan #002	3 / 3	$1,751,627 / $1,983,583
2022	Plan NamePHASE 2 PARTNERS, LLC PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 7 Assets BOY/EOY$0 / $120,209	2022	PHASE 2 PARTNERS, LLC PROFIT SHARING PLAN - Plan #001	6 / 7	$0 / $120,209
2021	Plan NamePHASE 2 PARTNERS, LLC JUSTIN AND MICHELLE HUGHES DBPP AND TRUST Plan #005 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,956,589 / $2,166,200	2021	PHASE 2 PARTNERS, LLC JUSTIN AND MICHELLE HUGHES DBPP AND TRUST - Plan #005	3 / 3	$1,956,589 / $2,166,200
2021	Plan NamePHASE 2 PARTNERS, LLC RACHAEL CLARKE DEFINED BENEFIT PENSION PLAN AND TRUST Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,316,085 / $1,751,627	2021	PHASE 2 PARTNERS, LLC RACHAEL CLARKE DEFINED BENEFIT PENSION PLAN AND TRUST - Plan #002	3 / 3	$1,316,085 / $1,751,627