Capital Associates Management, LLC

Form 5500

CAPITAL ASSOCIATES MANAGEMENT, LLC

1501 Sunrise Avenue Suite 100, Raleigh, Nc 27608 (919) 233-9901 EIN:46-1381585 Plan Admin:Wendy Ruggiero

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameCAPITAL ASSOCIATES 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY76 / 87 Assets BOY/EOY$8,590,672 / $10,633,785	2023	CAPITAL ASSOCIATES 401(K) PROFIT SHARING PLAN - Plan #001	76 / 87	$8,590,672 / $10,633,785
2022	Plan NameCAPITAL ASSOCIATES 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY72 / 69 Assets BOY/EOY$10,607,117 / $8,590,672	2022	CAPITAL ASSOCIATES 401(K) PROFIT SHARING PLAN - Plan #001	72 / 69	$10,607,117 / $8,590,672
2021	Plan NameCAPITAL ASSOCIATES 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY70 / 72 Assets BOY/EOY$9,395,704 / $10,607,117	2021	CAPITAL ASSOCIATES 401(K) PROFIT SHARING PLAN - Plan #001	70 / 72	$9,395,704 / $10,607,117
2020	Plan NameCAPITAL ASSOCIATES 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY73 / 70 Assets BOY/EOY$7,716,581 / $9,395,704	2020	CAPITAL ASSOCIATES 401(K) PROFIT SHARING PLAN - Plan #001	73 / 70	$7,716,581 / $9,395,704
2019	Plan NameCAPITAL ASSOCIATES 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY74 / 73 Assets BOY/EOY$6,729,078 / $7,716,581	2019	CAPITAL ASSOCIATES 401(K) PROFIT SHARING PLAN - Plan #001	74 / 73	$6,729,078 / $7,716,581