Fulcrum, LLC

Form 5500

FULCRUM LLC

7373 E. Doubletree Ranch Rd. Ste. B 150, Scottsdale, Az 85258 (602) 759-7888 EIN:27-1158279 Plan Admin:Hugh Coyle

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameFULCRUM 401(K) PLAN Plan #001 Participants BOY/EOY60 / 0 Assets BOY/EOY$6,418,090 / $0	2023	FULCRUM 401(K) PLAN - Plan #001	60 / 0	$6,418,090 / $0
2022	Plan NameFULCRUM 401(K) PLAN Plan #001 Participants BOY/EOY67 / 60 Assets BOY/EOY$7,614,539 / $6,418,090	2022	FULCRUM 401(K) PLAN - Plan #001	67 / 60	$7,614,539 / $6,418,090
2022	Plan NameFULCRUM CASH BALANCE PLAN Plan #002 Participants BOY/EOY49 / 0 Assets BOY/EOY$3,011,630 / $0	2022	FULCRUM CASH BALANCE PLAN - Plan #002	49 / 0	$3,011,630 / $0
2021	Plan NameFULCRUM 401(K) PLAN Plan #001 Participants BOY/EOY67 / 63 Assets BOY/EOY$6,945,681 / $7,614,539	2021	FULCRUM 401(K) PLAN - Plan #001	67 / 63	$6,945,681 / $7,614,539
2021	Plan NameFULCRUM CASH BALANCE PLAN Plan #002 Participants BOY/EOY54 / 53 Assets BOY/EOY$2,608,412 / $3,011,630	2021	FULCRUM CASH BALANCE PLAN - Plan #002	54 / 53	$2,608,412 / $3,011,630
2020	Plan NameFULCRUM 401(K) PLAN Plan #001 Participants BOY/EOY69 / 66 Assets BOY/EOY$5,547,478 / $6,945,681	2020	FULCRUM 401(K) PLAN - Plan #001	69 / 66	$5,547,478 / $6,945,681
2020	Plan NameFULCRUM CASH BALANCE PLAN Plan #002 Participants BOY/EOY54 / 53 Assets BOY/EOY$2,194,539 / $2,608,412	2020	FULCRUM CASH BALANCE PLAN - Plan #002	54 / 53	$2,194,539 / $2,608,412
2019	Plan NameFULCRUM 401(K) PLAN Plan #001 Participants BOY/EOY55 / 53 Assets BOY/EOY$4,072,768 / $5,547,478	2019	FULCRUM 401(K) PLAN - Plan #001	55 / 53	$4,072,768 / $5,547,478
2019	Plan NameFULCRUM CASH BALANCE PLAN Plan #002 Participants BOY/EOY53 / 49 Assets BOY/EOY$1,706,911 / $2,194,539	2019	FULCRUM CASH BALANCE PLAN - Plan #002	53 / 49	$1,706,911 / $2,194,539