Thompson Financial Search, Inc.

Form 5500

THOMPSON FINANCIAL SEARCH, INC.

3544 Fenelon St., San Diego, Ca 92106 (858) 452-1200 EIN:33-0021999 Plan Admin:Judy Thompson

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameTHOMPSON FINANCIAL SEARCH, INC. 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY2 / 0 Assets BOY/EOY$420,659 / $0	2023	THOMPSON FINANCIAL SEARCH, INC. 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001	2 / 0	$420,659 / $0
2022	Plan NameTHOMPSON FINANCIAL SEARCH, INC. 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY3 / 2 Assets BOY/EOY$507,306 / $420,659	2022	THOMPSON FINANCIAL SEARCH, INC. 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001	3 / 2	$507,306 / $420,659
2021	Plan NameTHOMPSON FINANCIAL SEARCH, INC. 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY5 / 4 Assets BOY/EOY$507,656 / $507,306	2021	THOMPSON FINANCIAL SEARCH, INC. 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001	5 / 4	$507,656 / $507,306
2021	Plan NameTHOMPSON FINANCIAL SEARCH, INC. DEFINED BENEFIT PENSION PLAN Plan #002 Participants BOY/EOY3 / 1 Assets BOY/EOY$323,639 / $314,284	2021	THOMPSON FINANCIAL SEARCH, INC. DEFINED BENEFIT PENSION PLAN - Plan #002	3 / 1	$323,639 / $314,284
2020	Plan NameTHOMPSON FINANCIAL SEARCH, INC. 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$473,236 / $507,656	2020	THOMPSON FINANCIAL SEARCH, INC. 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001	3 / 3	$473,236 / $507,656
2020	Plan NameTHOMPSON FINANCIAL SEARCH, INC. DEFINED BENEFIT PENSION PLAN Plan #002 Participants BOY/EOY3 / 1 Assets BOY/EOY$209,448 / $323,639	2020	THOMPSON FINANCIAL SEARCH, INC. DEFINED BENEFIT PENSION PLAN - Plan #002	3 / 1	$209,448 / $323,639
2019	Plan NameTHOMPSON FINANCIAL SEARCH, INC. 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$448,773 / $473,236	2019	THOMPSON FINANCIAL SEARCH, INC. 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001	5 / 5	$448,773 / $473,236
2019	Plan NameTHOMPSON FINANCIAL SEARCH, INC. DEFINED BENEFIT PENSION PLAN Plan #002 Participants BOY/EOY4 / 3 Assets BOY/EOY$196,853 / $209,448	2019	THOMPSON FINANCIAL SEARCH, INC. DEFINED BENEFIT PENSION PLAN - Plan #002	4 / 3	$196,853 / $209,448