Cruz Strategies LLC

Form 5500

CRUZ STRATEGIES, LLC

925 L Street STE 600, Sacramento, Ca 95814 (916) 307-7741 EIN:82-3511571 Plan Admin:Steven Cruz

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameCRUZ STRATEGIES, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 5 Assets BOY/EOY$1,878,697 / $1,569,918	2022	CRUZ STRATEGIES, LLC 401(K) PROFIT SHARING PLAN - Plan #001	6 / 5	$1,878,697 / $1,569,918
2022	Plan NameCRUZ STRATEGIES, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY4 / 3 Assets BOY/EOY$342,454 / $497,779	2022	CRUZ STRATEGIES, LLC CASH BALANCE PLAN - Plan #002	4 / 3	$342,454 / $497,779
2021	Plan NameCRUZ STRATEGIES, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$1,584,813 / $1,878,697	2021	CRUZ STRATEGIES, LLC 401(K) PROFIT SHARING PLAN - Plan #001	6 / 6	$1,584,813 / $1,878,697
2021	Plan NameCRUZ STRATEGIES, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY5 / 4 Assets BOY/EOY$165,000 / $342,454	2021	CRUZ STRATEGIES, LLC CASH BALANCE PLAN - Plan #002	5 / 4	$165,000 / $342,454
2020	Plan NameCRUZ STRATEGIES, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$1,304,843 / $1,584,813	2020	CRUZ STRATEGIES, LLC 401(K) PROFIT SHARING PLAN - Plan #001	5 / 5	$1,304,843 / $1,584,813
2020	Plan NameCRUZ STRATEGIES, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$0 / $165,000	2020	CRUZ STRATEGIES, LLC CASH BALANCE PLAN - Plan #002	4 / 4	$0 / $165,000
2019	Plan NameCRUZ STRATEGIES, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$540,328 / $1,304,843	2019	CRUZ STRATEGIES, LLC 401(K) PROFIT SHARING PLAN - Plan #001	4 / 5	$540,328 / $1,304,843