California Mortgage Advisors, Inc.

Form 5500

CALIFORNIA MORTGAGE ADVISORS, INC.

4304 Redwood Highway STE 100, San Rafael, Ca 94903 (415) 451-4888 EIN:68-0314095 Plan Admin:Neil Baer

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameCALIFORNIA MORTGAGE ADVISORS, INC., 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$1,090,088 / $1,330,935	2023	CALIFORNIA MORTGAGE ADVISORS, INC., 401K PROFIT SHARING PLAN - Plan #001	6 / 6	$1,090,088 / $1,330,935
2022	Plan NameCALIFORNIA MORTGAGE ADVISORS, INC., 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$1,374,628 / $1,090,088	2022	CALIFORNIA MORTGAGE ADVISORS, INC., 401K PROFIT SHARING PLAN - Plan #001	6 / 6	$1,374,628 / $1,090,088
2021	Plan NameCALIFORNIA MORTGAGE ADVISORS, INC., 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$1,089,884 / $1,374,628	2021	CALIFORNIA MORTGAGE ADVISORS, INC., 401K PROFIT SHARING PLAN - Plan #001	6 / 6	$1,089,884 / $1,374,628
2020	Plan NameCALIFORNIA MORTGAGE ADVISORS, INC., 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$886,179 / $1,089,884	2020	CALIFORNIA MORTGAGE ADVISORS, INC., 401K PROFIT SHARING PLAN - Plan #001	6 / 6	$886,179 / $1,089,884
2019	Plan NameCALIFORNIA MORTGAGE ADVISORS, INC., 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$672,734 / $886,179	2019	CALIFORNIA MORTGAGE ADVISORS, INC., 401K PROFIT SHARING PLAN - Plan #001	6 / 6	$672,734 / $886,179