Windsor Financial Group, Inc.

Form 5500

WINDSOR FINANCIAL GROUP, INC

4701 College Boulevard Suite 212, Leawood, Ks 66211 (913) 451-8100 EIN:26-1648246 Plan Admin:Nathan Paulson

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameWINDSOR FINANCIAL GROUP, INC. 401(K) P/S PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$1,518,630 / $1,956,052	2023	WINDSOR FINANCIAL GROUP, INC. 401(K) P/S PLAN - Plan #001	8 / 8	$1,518,630 / $1,956,052
2022	Plan NameWINDSOR FINANCIAL GROUP, INC. 401(K) P/S PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$1,864,677 / $1,518,630	2022	WINDSOR FINANCIAL GROUP, INC. 401(K) P/S PLAN - Plan #001	6 / 6	$1,864,677 / $1,518,630
2021	Plan NameWINDSOR FINANCIAL GROUP, INC. 401(K) P/S PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$1,559,689 / $1,864,677	2021	WINDSOR FINANCIAL GROUP, INC. 401(K) P/S PLAN - Plan #001	6 / 6	$1,559,689 / $1,864,677
2020	Plan NameWINDSOR FINANCIAL GROUP, INC. 401(K) P/S PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$1,194,795 / $1,559,689	2020	WINDSOR FINANCIAL GROUP, INC. 401(K) P/S PLAN - Plan #001	6 / 6	$1,194,795 / $1,559,689
2019	Plan NameWINDSOR FINANCIAL GROUP, INC. 401(K) P/S PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$893,713 / $1,194,795	2019	WINDSOR FINANCIAL GROUP, INC. 401(K) P/S PLAN - Plan #001	6 / 6	$893,713 / $1,194,795