Zimmerman, Laurent & Richardson, Inc.

Form 5500

ZIMMERMAN, LAURENT & RICHARDSON, INC.

303 Watson Powell Jr Way Suite 100, Des Moines, Ia 50309 (515) 244-4456 EIN:42-1296863 Plan Admin:James B. Anfinson

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameZIMMERMAN, LAURENT & RICHARDSON 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY19 / 23 Assets BOY/EOY$2,597,465 / $3,380,560	2023	ZIMMERMAN, LAURENT & RICHARDSON 401(K) RETIREMENT PLAN - Plan #001	19 / 23	$2,597,465 / $3,380,560
2022	Plan NameZIMMERMAN, LAURENT & RICHARDSON 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY20 / 18 Assets BOY/EOY$3,011,444 / $2,597,465	2022	ZIMMERMAN, LAURENT & RICHARDSON 401(K) RETIREMENT PLAN - Plan #001	20 / 18	$3,011,444 / $2,597,465
2021	Plan NameZIMMERMAN, LAURENT & RICHARDSON 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY20 / 20 Assets BOY/EOY$2,368,907 / $3,011,444	2021	ZIMMERMAN, LAURENT & RICHARDSON 401(K) RETIREMENT PLAN - Plan #001	20 / 20	$2,368,907 / $3,011,444
2020	Plan NameZIMMERMAN, LAURENT & RICHARDSON 401(K) PLAN Plan #001 Participants BOY/EOY18 / 20 Assets BOY/EOY$1,962,113 / $2,368,907	2020	ZIMMERMAN, LAURENT & RICHARDSON 401(K) PLAN - Plan #001	18 / 20	$1,962,113 / $2,368,907
2019	Plan NameZIMMERMAN, LAURENT AND RICHARDSON, INC. 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY28 / 18 Assets BOY/EOY$2,364,341 / $1,962,113	2019	ZIMMERMAN, LAURENT AND RICHARDSON, INC. 401(K) RETIREMENT PLAN - Plan #001	28 / 18	$2,364,341 / $1,962,113