Advocate Care Management Inc.

Form 5500

ADVOCATE CARE MANAGEMENT INC

3140 Juanipero Way STE 102, Medford, Or 97504 (541) 608-2868 EIN:83-1754105 Plan Admin:Todd Woollard

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameADVOCATE CARE MANAGEMENT INC CASH BALANCE PLAN Plan #002 Participants BOY/EOY58 / 34 Assets BOY/EOY$3,900,828 / $5,670,116	2023	ADVOCATE CARE MANAGEMENT INC CASH BALANCE PLAN - Plan #002	58 / 34	$3,900,828 / $5,670,116
2023	Plan NameADVOCATE CARE MANAGEMENT INC 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$1,211,220 / $1,545,302	2023	ADVOCATE CARE MANAGEMENT INC 401(K) PLAN - Plan #001	5 / 5	$1,211,220 / $1,545,302
2022	Plan NameADVOCATE CARE MANAGEMENT INC CASH BALANCE PLAN Plan #002 Participants BOY/EOY51 / 58 Assets BOY/EOY$2,642,423 / $3,900,828	2022	ADVOCATE CARE MANAGEMENT INC CASH BALANCE PLAN - Plan #002	51 / 58	$2,642,423 / $3,900,828
2022	Plan NameADVOCATE CARE MANAGEMENT INC 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$1,272,487 / $1,211,220	2022	ADVOCATE CARE MANAGEMENT INC 401(K) PLAN - Plan #001	5 / 5	$1,272,487 / $1,211,220
2021	Plan NameADVOCATE CARE MANAGEMENT INC CASH BALANCE PLAN Plan #002 Participants BOY/EOY44 / 51 Assets BOY/EOY$1,792,656 / $2,642,423	2021	ADVOCATE CARE MANAGEMENT INC CASH BALANCE PLAN - Plan #002	44 / 51	$1,792,656 / $2,642,423
2021	Plan NameADVOCATE CARE MANAGEMENT INC 401(K) PLAN Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$1,022,874 / $1,272,487	2021	ADVOCATE CARE MANAGEMENT INC 401(K) PLAN - Plan #001	4 / 5	$1,022,874 / $1,272,487
2020	Plan NameADVOCATE CARE MANAGEMENT INC CASH BALANCE PLAN Plan #002 Participants BOY/EOY44 / 44 Assets BOY/EOY$1,000,000 / $1,792,656	2020	ADVOCATE CARE MANAGEMENT INC CASH BALANCE PLAN - Plan #002	44 / 44	$1,000,000 / $1,792,656
2019	Plan NameADVOCATE CARE MANAGEMENT INC CASH BALANCE PLAN Plan #002 Participants BOY/EOY0 / 44 Assets BOY/EOY$0 / $1,000,000	2019	ADVOCATE CARE MANAGEMENT INC CASH BALANCE PLAN - Plan #002	0 / 44	$0 / $1,000,000