Shimoff & Associates, Inc.

Form 5500

SHIMOFF & ASSOCIATES, INC.

269 Wilson Avenue, Novato, Ca 94947 (415) 789-1300 EIN:65-0732283 Plan Admin:Marci Shimoff

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameSHIMOFF & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$1,629,620 / $1,708,586	2022	SHIMOFF & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN - Plan #001	2 / 2	$1,629,620 / $1,708,586
2022	Plan NameSHIMOFF & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$92,595 / $148,026	2022	SHIMOFF & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN - Plan #002	2 / 2	$92,595 / $148,026
2021	Plan NameSHIMOFF & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$1,282,633 / $1,629,620	2021	SHIMOFF & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN - Plan #001	2 / 2	$1,282,633 / $1,629,620
2021	Plan NameSHIMOFF & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$40,152 / $92,595	2021	SHIMOFF & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN - Plan #002	2 / 2	$40,152 / $92,595
2020	Plan NameSHIMOFF & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$960,902 / $1,282,633	2020	SHIMOFF & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN - Plan #001	2 / 2	$960,902 / $1,282,633
2020	Plan NameSHIMOFF & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$0 / $40,152	2020	SHIMOFF & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN - Plan #002	2 / 2	$0 / $40,152
2019	Plan NameSHIMOFF & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$691,882 / $960,902	2019	SHIMOFF & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN - Plan #001	2 / 2	$691,882 / $960,902