Senior American Funding, Inc.

Form 5500

HERITAGE TAX AND INSURANCE SERVICES, INC.

2650 Camino Del Rio North Suite 350, San Diego, Ca 92109 (619) 294-6000 EIN:36-4556981 Plan Admin:Guideline, Inc.

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameHERITAGE TAX AND INSURANCE SERVICES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY16 / 15 Assets BOY/EOY$71,350 / $159,841	2023	HERITAGE TAX AND INSURANCE SERVICES, INC. 401(K) PLAN - Plan #001	16 / 15	$71,350 / $159,841
2022	Plan NameHERITAGE TAX AND INSURANCE SERVICES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY13 / 16 Assets BOY/EOY$42,460 / $71,350	2022	HERITAGE TAX AND INSURANCE SERVICES, INC. 401(K) PLAN - Plan #001	13 / 16	$42,460 / $71,350
2021	Plan NameSENIOR AMERICAN FUNDING, INC. 401K PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY11 / 12 Assets BOY/EOY$18,117 / $42,460	2021	SENIOR AMERICAN FUNDING, INC. 401K PROFIT SHARING PLAN & TRUST - Plan #001	11 / 12	$18,117 / $42,460
2020	Plan NameSENIOR AMERICAN FUNDING, INC. 401K PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY11 / 11 Assets BOY/EOY$16,164 / $18,117	2020	SENIOR AMERICAN FUNDING, INC. 401K PROFIT SHARING PLAN & TRUST - Plan #001	11 / 11	$16,164 / $18,117
2019	Plan NameSENIOR AMERICAN FUNDING, INC. 401K PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY10 / 12 Assets BOY/EOY$18,945 / $16,164	2019	SENIOR AMERICAN FUNDING, INC. 401K PROFIT SHARING PLAN & TRUST - Plan #001	10 / 12	$18,945 / $16,164