Urban Investment Advisors, Inc.

Form 5500

URBAN INVESTMENT ADVISORS, INC.

700 Larkspur Landing Circle Suite 200, Larkspur, Ca 94939 (415) 461-8600 EIN:47-2234117 Plan Admin:Dana Urban

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameURBAN INVESTMENT ADVISORS, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$451,923 / $696,419	2023	URBAN INVESTMENT ADVISORS, INC. CASH BALANCE PLAN - Plan #002	3 / 3	$451,923 / $696,419
2023	Plan NameURBAN INVESTMENT ADVISORS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$358,220 / $521,825	2023	URBAN INVESTMENT ADVISORS, INC. 401(K) PLAN - Plan #001	3 / 3	$358,220 / $521,825
2022	Plan NameURBAN INVESTMENT ADVISORS, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$255,000 / $451,923	2022	URBAN INVESTMENT ADVISORS, INC. CASH BALANCE PLAN - Plan #002	3 / 3	$255,000 / $451,923
2022	Plan NameURBAN INVESTMENT ADVISORS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$329,130 / $358,220	2022	URBAN INVESTMENT ADVISORS, INC. 401(K) PLAN - Plan #001	3 / 3	$329,130 / $358,220
2021	Plan NameURBAN INVESTMENT ADVISORS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY2 / 1 Assets BOY/EOY$384,846 / $329,130	2021	URBAN INVESTMENT ADVISORS, INC. 401(K) PLAN - Plan #001	2 / 1	$384,846 / $329,130
2020	Plan NameURBAN INVESTMENT ADVISORS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$252,872 / $384,846	2020	URBAN INVESTMENT ADVISORS, INC. 401(K) PLAN - Plan #001	2 / 2	$252,872 / $384,846
2019	Plan NameURBAN INVESTMENT ADVISORS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY3 / 2 Assets BOY/EOY$183,401 / $252,872	2019	URBAN INVESTMENT ADVISORS, INC. 401(K) PLAN - Plan #001	3 / 2	$183,401 / $252,872