Arete Associates

Form 5500

ARETE ASSOCIATES

9301 Corbin Ave, Northridge, Ca 91324 (818) 885-2295 EIN:95-2954108 Plan Admin:Bhavyank Rajani

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameARETE ASSOCIATES 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY550 / 596 Assets BOY/EOY$177,708,848 / $144,186,924	2022	ARETE ASSOCIATES 401(K) PROFIT SHARING PLAN - Plan #002	550 / 596	$177,708,848 / $144,186,924
2022	Plan NameARETE ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN Plan #003 Participants BOY/EOY400 / 438 Assets BOY/EOY$55,761,673 / $62,513,820	2022	ARETE ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN - Plan #003	400 / 438	$55,761,673 / $62,513,820
2022	Plan NameARETE ASSOCIATES WELFARE BENEFIT PLAN Plan #501 Participants BOY/EOY351 / 0 Assets BOY/EOY$0 / $0	2022	ARETE ASSOCIATES WELFARE BENEFIT PLAN - Plan #501	351 / 0	$0 / $0
2021	Plan NameARETE ASSOCIATES 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY518 / 550 Assets BOY/EOY$158,707,722 / $177,708,848	2021	ARETE ASSOCIATES 401(K) PROFIT SHARING PLAN - Plan #002	518 / 550	$158,707,722 / $177,708,848
2021	Plan NameARETE ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN Plan #003 Participants BOY/EOY361 / 403 Assets BOY/EOY$46,905,626 / $55,761,673	2021	ARETE ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN - Plan #003	361 / 403	$46,905,626 / $55,761,673
2021	Plan NameARETE ASSOCIATES WELFARE BENEFIT PLAN Plan #501 Participants BOY/EOY333 / 0 Assets BOY/EOY$0 / $0	2021	ARETE ASSOCIATES WELFARE BENEFIT PLAN - Plan #501	333 / 0	$0 / $0
2020	Plan NameARETE ASSOCIATES 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY452 / 518 Assets BOY/EOY$128,440,965 / $158,707,722	2020	ARETE ASSOCIATES 401(K) PROFIT SHARING PLAN - Plan #002	452 / 518	$128,440,965 / $158,707,722
2020	Plan NameARETE ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN Plan #003 Participants BOY/EOY302 / 362 Assets BOY/EOY$43,714,146 / $46,905,626	2020	ARETE ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN - Plan #003	302 / 362	$43,714,146 / $46,905,626
2020	Plan NameARETE ASSOCIATES WELFARE BENEFIT PLAN Plan #501 Participants BOY/EOY272 / 0 Assets BOY/EOY$0 / $0	2020	ARETE ASSOCIATES WELFARE BENEFIT PLAN - Plan #501	272 / 0	$0 / $0
2019	Plan NameARETE ASSOCIATES 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY415 / 452 Assets BOY/EOY$103,697,689 / $128,440,965	2019	ARETE ASSOCIATES 401(K) PROFIT SHARING PLAN - Plan #002	415 / 452	$103,697,689 / $128,440,965
2019	Plan NameARETE ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN Plan #003 Participants BOY/EOY266 / 302 Assets BOY/EOY$39,095,514 / $43,714,146	2019	ARETE ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN - Plan #003	266 / 302	$39,095,514 / $43,714,146
2019	Plan NameARETE ASSOCIATES WELFARE BENEFIT PLAN Plan #501 Participants BOY/EOY206 / 0 Assets BOY/EOY$0 / $0	2019	ARETE ASSOCIATES WELFARE BENEFIT PLAN - Plan #501	206 / 0	$0 / $0