Kalos Financial, Inc.

Form 5500

KALOS FINANCIAL, INC.

5342 Clark Rd Pmb 41597, Sarasota, FL 34233 (678) 591-3578 EIN:58-2650233 Plan Admin:Carol Wildermuth

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameKALOS FINANCIAL, INC.401(K) PLAN Plan #001 Participants BOY/EOY33 / 5 Assets BOY/EOY$927,658 / $122,783	2023	KALOS FINANCIAL, INC.401(K) PLAN - Plan #001	33 / 5	$927,658 / $122,783
2022	Plan NameKALOS FINANCIAL, INC.401(K) PLAN Plan #001 Participants BOY/EOY39 / 33 Assets BOY/EOY$1,374,539 / $927,658	2022	KALOS FINANCIAL, INC.401(K) PLAN - Plan #001	39 / 33	$1,374,539 / $927,658
2022	Plan NameKALOS FINANCIAL GCF BENEFIT PLAN Plan #501 Participants BOY/EOY19 / 15 Assets BOY/EOY$2,338 / $6,397	2022	KALOS FINANCIAL GCF BENEFIT PLAN - Plan #501	19 / 15	$2,338 / $6,397
2022	Plan NameKALOS FINANCIAL GCF BENEFIT PLAN Plan #501 Participants BOY/EOY21 / 21 Assets BOY/EOY$0 / $2,338	2022	KALOS FINANCIAL GCF BENEFIT PLAN - Plan #501	21 / 21	$0 / $2,338
2021	Plan NameKALOS FINANCIAL, INC.401(K) PLAN Plan #001 Participants BOY/EOY45 / 39 Assets BOY/EOY$1,321,829 / $1,374,539	2021	KALOS FINANCIAL, INC.401(K) PLAN - Plan #001	45 / 39	$1,321,829 / $1,374,539
2020	Plan NameKALOS FINANCIAL, INC.401(K) PLAN Plan #001 Participants BOY/EOY48 / 45 Assets BOY/EOY$1,761,678 / $1,321,829	2020	KALOS FINANCIAL, INC.401(K) PLAN - Plan #001	48 / 45	$1,761,678 / $1,321,829
2019	Plan NameKALOS FINANCIAL, INC.401(K) PLAN Plan #001 Participants BOY/EOY48 / 48 Assets BOY/EOY$1,238,280 / $1,761,678	2019	KALOS FINANCIAL, INC.401(K) PLAN - Plan #001	48 / 48	$1,238,280 / $1,761,678