California Financial Partners, Inc.

Form 5500

CALIFORNIA FINANCIAL PARTNERS, INC.

700 N Brand Blvd STE 640, Glendale, Ca 91203 (818) 550-9955 EIN:95-4836837 Plan Admin:Harvey Jacobson

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameCALIFORNIA FINANCIAL PARTNERS 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$808,863 / $883,328	2022	CALIFORNIA FINANCIAL PARTNERS 401(K) PROFIT SHARING PLAN - Plan #002	4 / 4	$808,863 / $883,328
2021	Plan NameCALIFORNIA FINANCIAL PARTNERS, INC. 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY5 / 4 Assets BOY/EOY$603,991 / $808,863	2021	CALIFORNIA FINANCIAL PARTNERS, INC. 401(K) PROFIT SHARING PLAN - Plan #002	5 / 4	$603,991 / $808,863
2021	Plan NameCALIFORNIA FINANCIAL PARTNERS, INC. DEF BEN PENS PLAN Plan #001 Participants BOY/EOY2 / 0 Assets BOY/EOY$613,834 / $0	2021	CALIFORNIA FINANCIAL PARTNERS, INC. DEF BEN PENS PLAN - Plan #001	2 / 0	$613,834 / $0
2020	Plan NameCALIFORNIA FINANCIAL PARTNERS, INC. DEF BEN PENS PLAN Plan #001 Participants BOY/EOY3 / 2 Assets BOY/EOY$1,409,827 / $613,834	2020	CALIFORNIA FINANCIAL PARTNERS, INC. DEF BEN PENS PLAN - Plan #001	3 / 2	$1,409,827 / $613,834
2020	Plan NameCALIFORNIA FINANCIAL PARTNERS, INC. 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY4 / 5 Assets BOY/EOY$436,483 / $603,991	2020	CALIFORNIA FINANCIAL PARTNERS, INC. 401(K) PROFIT SHARING PLAN - Plan #002	4 / 5	$436,483 / $603,991
2019	Plan NameCALIFORNIA FINANCIAL PARTNERS, INC. DEF BEN PENS PLAN Plan #001 Participants BOY/EOY4 / 3 Assets BOY/EOY$1,032,181 / $1,409,827	2019	CALIFORNIA FINANCIAL PARTNERS, INC. DEF BEN PENS PLAN - Plan #001	4 / 3	$1,032,181 / $1,409,827
2019	Plan NameCALIFORNIA FINANCIAL PARTNERS, INC. 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$454,589 / $436,483	2019	CALIFORNIA FINANCIAL PARTNERS, INC. 401(K) PROFIT SHARING PLAN - Plan #002	4 / 4	$454,589 / $436,483