Asset Tax Consulting Group

Form 5500

ASSET TAX CONSULTING GROUP

3701 Sacramento Street, #410, San Francisco, Ca 94118 (415) 509-5604 EIN:20-0770296 Plan Admin:Peter C. Holmes

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameATCG DEFINED BENEFIT PENSION PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$610,259 / $663,343	2023	ATCG DEFINED BENEFIT PENSION PLAN - Plan #002	3 / 3	$610,259 / $663,343
2022	Plan NameATCG DEFINED BENEFIT PENSION PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$635,053 / $610,259	2022	ATCG DEFINED BENEFIT PENSION PLAN - Plan #002	3 / 3	$635,053 / $610,259
2021	Plan NameATCG DEFINED BENEFIT PENSION PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$565,134 / $635,053	2021	ATCG DEFINED BENEFIT PENSION PLAN - Plan #002	3 / 3	$565,134 / $635,053
2020	Plan NameATCG DEFINED BENEFIT PENSION PLAN Plan #002 Participants BOY/EOY2 / 3 Assets BOY/EOY$480,811 / $565,134	2020	ATCG DEFINED BENEFIT PENSION PLAN - Plan #002	2 / 3	$480,811 / $565,134