Strategic Valuation Group LLC

Form 5500

STRATEGIC VALUATION GROUP, LLC

23801 Calabasas Road Suite 2025, Calabasas, Ca 91302 (818) 591-9285 EIN:26-3457762 Plan Admin:Scott Defreest

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2024	Plan NameSTRATEGIC VALUATION GROUP, LLC CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY5 / 0 Assets BOY/EOY$1,124,528 / $0	2024	STRATEGIC VALUATION GROUP, LLC CASH BALANCE PENSION PLAN - Plan #002	5 / 0	$1,124,528 / $0
2023	Plan NameSTRATEGIC VALUATION GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY16 / 16 Assets BOY/EOY$1,512,254 / $2,111,280	2023	STRATEGIC VALUATION GROUP, LLC 401(K) PLAN - Plan #001	16 / 16	$1,512,254 / $2,111,280
2023	Plan NameSTRATEGIC VALUATION GROUP, LLC CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY5 / 5 Assets BOY/EOY$919,703 / $1,124,528	2023	STRATEGIC VALUATION GROUP, LLC CASH BALANCE PENSION PLAN - Plan #002	5 / 5	$919,703 / $1,124,528
2022	Plan NameSTRATEGIC VALUATION GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY13 / 13 Assets BOY/EOY$1,590,222 / $1,512,254	2022	STRATEGIC VALUATION GROUP, LLC 401(K) PLAN - Plan #001	13 / 13	$1,590,222 / $1,512,254
2022	Plan NameSTRATEGIC VALUATION GROUP, LLC CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY6 / 5 Assets BOY/EOY$716,180 / $919,703	2022	STRATEGIC VALUATION GROUP, LLC CASH BALANCE PENSION PLAN - Plan #002	6 / 5	$716,180 / $919,703
2021	Plan NameSTRATEGIC VALUATION GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY14 / 13 Assets BOY/EOY$1,125,151 / $1,590,222	2021	STRATEGIC VALUATION GROUP, LLC 401(K) PLAN - Plan #001	14 / 13	$1,125,151 / $1,590,222
2021	Plan NameSTRATEGIC VALUATION GROUP, LLC CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY6 / 6 Assets BOY/EOY$351,939 / $716,180	2021	STRATEGIC VALUATION GROUP, LLC CASH BALANCE PENSION PLAN - Plan #002	6 / 6	$351,939 / $716,180
2020	Plan NameSTRATEGIC VALUATION GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY13 / 13 Assets BOY/EOY$763,793 / $1,125,151	2020	STRATEGIC VALUATION GROUP, LLC 401(K) PLAN - Plan #001	13 / 13	$763,793 / $1,125,151
2020	Plan NameSTRATEGIC VALUATION GROUP, LLC CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY6 / 6 Assets BOY/EOY$0 / $351,939	2020	STRATEGIC VALUATION GROUP, LLC CASH BALANCE PENSION PLAN - Plan #002	6 / 6	$0 / $351,939
2019	Plan NameSTRATEGIC VALUATION GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY13 / 13 Assets BOY/EOY$466,391 / $763,793	2019	STRATEGIC VALUATION GROUP, LLC 401(K) PLAN - Plan #001	13 / 13	$466,391 / $763,793