The Margolis Team, Inc.

Form 5500

THE MARGOLIS TEAM, INC.

4770 Baseline Rd STE 200, Boulder, Co 80303 (720) 352-0454 EIN:20-2068364 Plan Admin:Brian Margolis

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameTHE MARGOLIS TEAM, INC. 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$341,246 / $440,363	2023	THE MARGOLIS TEAM, INC. 401(K) PLAN - Plan #001	4 / 4	$341,246 / $440,363
2022	Plan NameTHE MARGOLIS TEAM, INC. 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$379,811 / $341,246	2022	THE MARGOLIS TEAM, INC. 401(K) PLAN - Plan #001	4 / 4	$379,811 / $341,246
2021	Plan NameTHE MARGOLIS TEAM, INC. 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$290,503 / $379,811	2021	THE MARGOLIS TEAM, INC. 401(K) PLAN - Plan #001	4 / 4	$290,503 / $379,811
2020	Plan NameTHE MARGOLIS TEAM, INC. 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$217,864 / $290,503	2020	THE MARGOLIS TEAM, INC. 401(K) PLAN - Plan #001	4 / 4	$217,864 / $290,503
2019	Plan NameTHE MARGOLIS TEAM, INC. 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$150,173 / $217,864	2019	THE MARGOLIS TEAM, INC. 401(K) PLAN - Plan #001	4 / 4	$150,173 / $217,864