True Link Financial, Inc.

Form 5500

TRUE LINK FINANCIAL, INC.

315 Montgomery ST 10th Floor, San Francisco, Ca 94104 (866) 984-8576 EIN:46-2080640 Plan Admin:Guideline, Inc.

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameTRUE LINK FINANCIAL 401(K) PLAN Plan #001 Participants BOY/EOY129 / 147 Assets BOY/EOY$2,835,045 / $2,419,449	2022	TRUE LINK FINANCIAL 401(K) PLAN - Plan #001	129 / 147	$2,835,045 / $2,419,449
2021	Plan NameTRUE LINK FINANCIAL 401(K) PLAN Plan #001 Participants BOY/EOY101 / 137 Assets BOY/EOY$1,928,918 / $2,835,045	2021	TRUE LINK FINANCIAL 401(K) PLAN - Plan #001	101 / 137	$1,928,918 / $2,835,045
2020	Plan NameTRUE LINK FINANCIAL 401(K) PLAN Plan #001 Participants BOY/EOY88 / 101 Assets BOY/EOY$868,224 / $1,928,918	2020	TRUE LINK FINANCIAL 401(K) PLAN - Plan #001	88 / 101	$868,224 / $1,928,918
2019	Plan NameTRUE LINK FINANCIAL 401(K) PLAN Plan #001 Participants BOY/EOY59 / 88 Assets BOY/EOY$225,391 / $868,224	2019	TRUE LINK FINANCIAL 401(K) PLAN - Plan #001	59 / 88	$225,391 / $868,224