Self-Direct Inc.

Form 5500

SELF-DIRECT INC.

7758 Maple Rd, Baldwinsville, Ny 13027 (315) 635-5374 EIN:43-1988486 Plan Admin:Pat Palumbo

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameSELF-DIRECT INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY45 / 50 Assets BOY/EOY$1,384,414 / $1,661,763	2023	SELF-DIRECT INC. 401(K) PROFIT SHARING PLAN - Plan #001	45 / 50	$1,384,414 / $1,661,763
2022	Plan NameSELF-DIRECT INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY115 / 102 Assets BOY/EOY$1,572,760 / $1,384,414	2022	SELF-DIRECT INC. 401(K) PROFIT SHARING PLAN - Plan #001	115 / 102	$1,572,760 / $1,384,414
2021	Plan NameSELF-DIRECT INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY119 / 102 Assets BOY/EOY$1,330,726 / $1,572,760	2021	SELF-DIRECT INC. 401(K) PROFIT SHARING PLAN - Plan #001	119 / 102	$1,330,726 / $1,572,760
2020	Plan NameSELF-DIRECT INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY119 / 107 Assets BOY/EOY$1,053,371 / $1,330,726	2020	SELF-DIRECT INC. 401(K) PROFIT SHARING PLAN - Plan #001	119 / 107	$1,053,371 / $1,330,726
2019	Plan NameSELF-DIRECT INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY119 / 107 Assets BOY/EOY$762,518 / $1,053,371	2019	SELF-DIRECT INC. 401(K) PROFIT SHARING PLAN - Plan #001	119 / 107	$762,518 / $1,053,371