1925 Financial, Inc.

Form 5500

1925 FINANCIAL, INC.

3505 Mt Diablo Blvd, Lafayette, Ca 94549 (925) 284-9900 EIN:22-3891987 Plan Admin:Jason Dudum

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan Name1925 FINANCIAL, INC. 401(K) PROFIT PLAN Plan #001 Participants BOY/EOY16 / 16 Assets BOY/EOY$1,603,585 / $2,060,087	2023	1925 FINANCIAL, INC. 401(K) PROFIT PLAN - Plan #001	16 / 16	$1,603,585 / $2,060,087
2022	Plan Name1925 FINANCIAL, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY16 / 16 Assets BOY/EOY$1,769,788 / $1,603,585	2022	1925 FINANCIAL, INC. 401(K) PROFIT SHARING PLAN - Plan #001	16 / 16	$1,769,788 / $1,603,585
2021	Plan Name1925 FINANCIAL, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY15 / 16 Assets BOY/EOY$1,309,421 / $1,769,788	2021	1925 FINANCIAL, INC. 401(K) PROFIT SHARING PLAN - Plan #001	15 / 16	$1,309,421 / $1,769,788
2021	Plan Name1925 FINANCIAL, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY5 / 0 Assets BOY/EOY$579,109 / $0	2021	1925 FINANCIAL, INC. CASH BALANCE PLAN - Plan #002	5 / 0	$579,109 / $0
2020	Plan Name1925 FINANCIAL, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY18 / 15 Assets BOY/EOY$1,275,811 / $1,309,421	2020	1925 FINANCIAL, INC. 401(K) PROFIT SHARING PLAN - Plan #001	18 / 15	$1,275,811 / $1,309,421
2020	Plan Name1925 FINANCIAL, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY8 / 5 Assets BOY/EOY$756,657 / $579,109	2020	1925 FINANCIAL, INC. CASH BALANCE PLAN - Plan #002	8 / 5	$756,657 / $579,109
2019	Plan NameDUDUM FINANCIAL & INSURANCE SERVICES, INC. 401(K) PROFIT SHARING Plan #001 Participants BOY/EOY18 / 18 Assets BOY/EOY$727,599 / $1,275,811	2019	DUDUM FINANCIAL & INSURANCE SERVICES, INC. 401(K) PROFIT SHARING - Plan #001	18 / 18	$727,599 / $1,275,811
2019	Plan NameDUDUM FINANCIAL & INSURANCE SERVICES, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY7 / 7 Assets BOY/EOY$409,987 / $756,657	2019	DUDUM FINANCIAL & INSURANCE SERVICES, INC. CASH BALANCE PLAN - Plan #002	7 / 7	$409,987 / $756,657