Citivest Inc.

Form 5500

CITIVEST, INC.

4350 Von Karman Ave., Suite 200, Newport Beach, Ca 92660 (949) 474-0440 EIN:33-0280717 Plan Admin:Dana Haynes

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameCITIVEST, INC. EMPLOYEES 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY33 / 33 Assets BOY/EOY$1,958,845 / $2,270,454	2023	CITIVEST, INC. EMPLOYEES 401(K) PROFIT SHARING PLAN - Plan #001	33 / 33	$1,958,845 / $2,270,454
2022	Plan NameCITIVEST, INC. EMPLOYEES 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY32 / 36 Assets BOY/EOY$2,291,248 / $1,958,845	2022	CITIVEST, INC. EMPLOYEES 401(K) PROFIT SHARING PLAN - Plan #001	32 / 36	$2,291,248 / $1,958,845
2021	Plan NameCITIVEST, INC. EMPLOYEES 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY45 / 33 Assets BOY/EOY$2,199,933 / $2,291,248	2021	CITIVEST, INC. EMPLOYEES 401(K) PROFIT SHARING PLAN - Plan #001	45 / 33	$2,199,933 / $2,291,248
2020	Plan NameCITIVEST, INC. EMPLOYEES 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY35 / 30 Assets BOY/EOY$1,791,633 / $2,199,933	2020	CITIVEST, INC. EMPLOYEES 401(K) PROFIT SHARING PLAN - Plan #001	35 / 30	$1,791,633 / $2,199,933
2019	Plan NameCITIVEST, INC. EMPLOYEES 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY32 / 34 Assets BOY/EOY$1,432,292 / $1,791,633	2019	CITIVEST, INC. EMPLOYEES 401(K) PROFIT SHARING PLAN - Plan #001	32 / 34	$1,432,292 / $1,791,633