Katon Partners, LLC

Form 5500

KATON PARTNERS, LLC

2 Landmark Square, Suite 214, Stamford, Ct 06901 (914) 908-5422 EIN:13-4216318 Plan Admin:Richard Kaskel

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameKATON DIRECT CASH BALANCE PLAN Plan #003 Participants BOY/EOY9 / 9 Assets BOY/EOY$211,227 / $460,449	2022	KATON DIRECT CASH BALANCE PLAN - Plan #003	9 / 9	$211,227 / $460,449
2021	Plan NameKATON DIRECT CASH BALANCE PLAN Plan #003 Participants BOY/EOY3 / 3 Assets BOY/EOY$186,258 / $211,227	2021	KATON DIRECT CASH BALANCE PLAN - Plan #003	3 / 3	$186,258 / $211,227
2020	Plan NameKATON DIRECT CASH BALANCE PLAN Plan #003 Participants BOY/EOY5 / 3 Assets BOY/EOY$186,373 / $186,258	2020	KATON DIRECT CASH BALANCE PLAN - Plan #003	5 / 3	$186,373 / $186,258
2020	Plan NameKATON DIRECT INCENTIVE SAVINGS PLAN Plan #002 Participants BOY/EOY18 / 0 Assets BOY/EOY$376,036 / $0	2020	KATON DIRECT INCENTIVE SAVINGS PLAN - Plan #002	18 / 0	$376,036 / $0
2019	Plan NameKATON DIRECT INCENTIVE SAVINGS PLAN Plan #002 Participants BOY/EOY19 / 18 Assets BOY/EOY$277,908 / $376,036	2019	KATON DIRECT INCENTIVE SAVINGS PLAN - Plan #002	19 / 18	$277,908 / $376,036
2019	Plan NameKATON DIRECT CASH BALANCE PLAN Plan #003 Participants BOY/EOY4 / 4 Assets BOY/EOY$90,967 / $186,373	2019	KATON DIRECT CASH BALANCE PLAN - Plan #003	4 / 4	$90,967 / $186,373