Capital Partners Management, LLC

Form 5500

CAPITAL PARTNERS MANAGEMENT, LLC

1111 W. 6th St., Bldg. A Suite 200, Austin, Tx 78703 (512) 814-2120 EIN:06-1830050 Plan Admin:Lindsey Jacot

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameCAPITAL PARTNERS MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY65 / 78 Assets BOY/EOY$5,346,921 / $8,684,710	2023	CAPITAL PARTNERS MANAGEMENT 401(K) PLAN - Plan #001	65 / 78	$5,346,921 / $8,684,710
2023	Plan NameCAPITAL PARTNERS MANAGEMENT, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY59 / 0 Assets BOY/EOY$1,124,313 / $0	2023	CAPITAL PARTNERS MANAGEMENT, LLC CASH BALANCE PLAN - Plan #002	59 / 0	$1,124,313 / $0
2022	Plan NameCAPITAL PARTNERS MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY49 / 66 Assets BOY/EOY$5,852,849 / $5,346,921	2022	CAPITAL PARTNERS MANAGEMENT 401(K) PLAN - Plan #001	49 / 66	$5,852,849 / $5,346,921
2022	Plan NameCAPITAL PARTNERS MANAGEMENT, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY39 / 59 Assets BOY/EOY$814,154 / $1,124,313	2022	CAPITAL PARTNERS MANAGEMENT, LLC CASH BALANCE PLAN - Plan #002	39 / 59	$814,154 / $1,124,313
2021	Plan NameCAPITAL PARTNERS MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY44 / 51 Assets BOY/EOY$4,292,992 / $5,852,849	2021	CAPITAL PARTNERS MANAGEMENT 401(K) PLAN - Plan #001	44 / 51	$4,292,992 / $5,852,849
2021	Plan NameCAPITAL PARTNERS MANAGEMENT, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY37 / 39 Assets BOY/EOY$797,508 / $814,154	2021	CAPITAL PARTNERS MANAGEMENT, LLC CASH BALANCE PLAN - Plan #002	37 / 39	$797,508 / $814,154
2020	Plan NameCAPITAL PARTNERS MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY37 / 43 Assets BOY/EOY$3,083,804 / $4,292,992	2020	CAPITAL PARTNERS MANAGEMENT 401(K) PLAN - Plan #001	37 / 43	$3,083,804 / $4,292,992
2020	Plan NameCAPITAL PARTNERS MANAGEMENT, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY29 / 37 Assets BOY/EOY$614,871 / $797,508	2020	CAPITAL PARTNERS MANAGEMENT, LLC CASH BALANCE PLAN - Plan #002	29 / 37	$614,871 / $797,508
2019	Plan NameCAPITAL PARTNERS MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY29 / 37 Assets BOY/EOY$2,017,842 / $3,083,804	2019	CAPITAL PARTNERS MANAGEMENT 401(K) PLAN - Plan #001	29 / 37	$2,017,842 / $3,083,804
2019	Plan NameCAPITAL PARTNERS MANAGEMENT, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY22 / 29 Assets BOY/EOY$457,589 / $614,871	2019	CAPITAL PARTNERS MANAGEMENT, LLC CASH BALANCE PLAN - Plan #002	22 / 29	$457,589 / $614,871