Consolidated Capital Management LLC

Form 5500

CONSOLIDATED CAPITAL MANAGEMENT, LLC

2520 West Olive Avenue, Suite 300, Burbank, Ca 91505 (818) 766-0660 EIN:84-3897198 Plan Admin:Gregory Zedlar

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameCALIFORNIA CAPITAL ADVISORS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY14 / 15 Assets BOY/EOY$6,855,154 / $6,973,967	2022	CALIFORNIA CAPITAL ADVISORS, INC. 401(K) PLAN - Plan #001	14 / 15	$6,855,154 / $6,973,967
2022	Plan NameCONSOLIDATED CAPITAL MANAGEMENT, LLC CASH BALANCE PENSION PLAN Plan #003 Participants BOY/EOY11 / 11 Assets BOY/EOY$0 / $626,100	2022	CONSOLIDATED CAPITAL MANAGEMENT, LLC CASH BALANCE PENSION PLAN - Plan #003	11 / 11	$0 / $626,100
2022	Plan NameCONSOLIDATED CAPITAL MANAGEMENT, LLC CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY13 / 0 Assets BOY/EOY$1,463,066 / $0	2022	CONSOLIDATED CAPITAL MANAGEMENT, LLC CASH BALANCE PENSION PLAN - Plan #002	13 / 0	$1,463,066 / $0
2021	Plan NameCALIFORNIA CAPITAL ADVISORS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY14 / 14 Assets BOY/EOY$6,035,765 / $6,855,154	2021	CALIFORNIA CAPITAL ADVISORS, INC. 401(K) PLAN - Plan #001	14 / 14	$6,035,765 / $6,855,154
2021	Plan NameCONSOLIDATED CAPITAL MANAGEMENT, LLC CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY12 / 13 Assets BOY/EOY$734,011 / $1,463,066	2021	CONSOLIDATED CAPITAL MANAGEMENT, LLC CASH BALANCE PENSION PLAN - Plan #002	12 / 13	$734,011 / $1,463,066
2020	Plan NameCALIFORNIA CAPITAL ADVISORS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY14 / 14 Assets BOY/EOY$4,307,755 / $6,035,765	2020	CALIFORNIA CAPITAL ADVISORS, INC. 401(K) PLAN - Plan #001	14 / 14	$4,307,755 / $6,035,765
2020	Plan NameCONSOLIDATED CAPITAL MANAGEMENT, LLC CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY10 / 11 Assets BOY/EOY$366,000 / $734,011	2020	CONSOLIDATED CAPITAL MANAGEMENT, LLC CASH BALANCE PENSION PLAN - Plan #002	10 / 11	$366,000 / $734,011
2019	Plan NameCONSOLIDATED CAPITAL MANAGEMENT, LLC CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY10 / 10 Assets BOY/EOY$0 / $366,000	2019	CONSOLIDATED CAPITAL MANAGEMENT, LLC CASH BALANCE PENSION PLAN - Plan #002	10 / 10	$0 / $366,000