Investech Research, LLC

Form 5500

INVESTECH RESEARCH, LLC

625 Wisconsin Ave, Whitefish, Mt 59937 (406) 862-7777 EIN:26-2228079 Plan Admin:Lisa Stack

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameINVESTECH RESEARCH/SFM 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY20 / 23 Assets BOY/EOY$13,255,204 / $14,915,789	2023	INVESTECH RESEARCH/SFM 401(K) PROFIT SHARING PLAN - Plan #002	20 / 23	$13,255,204 / $14,915,789
2022	Plan NameINVESTECH RESEARCH/SFM 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY21 / 20 Assets BOY/EOY$12,905,670 / $13,255,204	2022	INVESTECH RESEARCH/SFM 401(K) PROFIT SHARING PLAN - Plan #002	21 / 20	$12,905,670 / $13,255,204
2021	Plan NameINVESTECH RESEARCH/SFM 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY19 / 21 Assets BOY/EOY$11,369,196 / $12,905,670	2021	INVESTECH RESEARCH/SFM 401(K) PROFIT SHARING PLAN - Plan #002	19 / 21	$11,369,196 / $12,905,670
2020	Plan NameINVESTECH RESEARCH/SFM 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY18 / 19 Assets BOY/EOY$10,370,406 / $11,369,196	2020	INVESTECH RESEARCH/SFM 401(K) PROFIT SHARING PLAN - Plan #002	18 / 19	$10,370,406 / $11,369,196
2019	Plan NameINVESTECH RESEARCH/SFM 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY17 / 18 Assets BOY/EOY$9,923,675 / $10,370,406	2019	INVESTECH RESEARCH/SFM 401(K) PROFIT SHARING PLAN - Plan #002	17 / 18	$9,923,675 / $10,370,406