Theodore Financial Group, Inc.

Form 5500

THEODORE FINANCIAL GROUP, INC.

1873 South Bellaire Street Suite 1600, Denver, Co 80222 (303) 758-5175 EIN:20-3488391 Plan Admin:Stephanie Lindell

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameTHEODORE FINANCIAL GROUP 401(K) PLAN Plan #001 Participants BOY/EOY45 / 47 Assets BOY/EOY$1,926,665 / $1,835,826	2022	THEODORE FINANCIAL GROUP 401(K) PLAN - Plan #001	45 / 47	$1,926,665 / $1,835,826
2021	Plan NameTHEODORE FINANCIAL GROUP 401(K) PLAN Plan #001 Participants BOY/EOY54 / 45 Assets BOY/EOY$1,611,478 / $1,926,665	2021	THEODORE FINANCIAL GROUP 401(K) PLAN - Plan #001	54 / 45	$1,611,478 / $1,926,665
2020	Plan NameTHEODORE FINANCIAL GROUP 401(K) PLAN Plan #001 Participants BOY/EOY54 / 54 Assets BOY/EOY$1,099,175 / $1,611,478	2020	THEODORE FINANCIAL GROUP 401(K) PLAN - Plan #001	54 / 54	$1,099,175 / $1,611,478
2019	Plan NameTHEODORE FINANCIAL GROUP 401(K) PLAN Plan #001 Participants BOY/EOY53 / 53 Assets BOY/EOY$826,602 / $1,099,175	2019	THEODORE FINANCIAL GROUP 401(K) PLAN - Plan #001	53 / 53	$826,602 / $1,099,175