Financial Pointe

Form 5500

FINANCIAL POINTE

3323 Old Conejo Rd, Newbury Park, Ca 91320 (805) 499-3570 EIN:20-1988346 Plan Admin:Elad G Goren

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameFINANCIAL POINTE 401(K) P/S PLAN Plan #001 Participants BOY/EOY11 / 12 Assets BOY/EOY$2,312,587 / $2,878,403	2023	FINANCIAL POINTE 401(K) P/S PLAN - Plan #001	11 / 12	$2,312,587 / $2,878,403
2022	Plan NameFINANCIAL POINTE 401(K) P/S PLAN Plan #001 Participants BOY/EOY11 / 11 Assets BOY/EOY$2,284,117 / $2,312,587	2022	FINANCIAL POINTE 401(K) P/S PLAN - Plan #001	11 / 11	$2,284,117 / $2,312,587
2021	Plan NameFINANCIAL POINTE 401(K) P/S PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$1,644,535 / $2,284,117	2021	FINANCIAL POINTE 401(K) P/S PLAN - Plan #001	9 / 9	$1,644,535 / $2,284,117
2020	Plan NameFINANCIAL POINTE 401(K) P/S PLAN Plan #001 Participants BOY/EOY10 / 9 Assets BOY/EOY$1,478,793 / $1,644,535	2020	FINANCIAL POINTE 401(K) P/S PLAN - Plan #001	10 / 9	$1,478,793 / $1,644,535
2019	Plan NameFINANCIAL POINTE 401(K) P/S PLAN Plan #001 Participants BOY/EOY8 / 10 Assets BOY/EOY$1,050,682 / $1,478,793	2019	FINANCIAL POINTE 401(K) P/S PLAN - Plan #001	8 / 10	$1,050,682 / $1,478,793