Souza, True and Partners, Inc.

Form 5500

SOUZA, TRUE AND PARTNERS, INC.

1 Cranberry Hl STE 301, Lexington, Ma 02421 (617) 926-6100 EIN:04-2475449 Plan Admin:Todd Blake

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameSOUZA, TRUE AND PARTNERS, INC. 401(K) PLAN Plan #002 Participants BOY/EOY21 / 22 Assets BOY/EOY$3,152,322 / $3,877,331	2023	SOUZA, TRUE AND PARTNERS, INC. 401(K) PLAN - Plan #002	21 / 22	$3,152,322 / $3,877,331
2022	Plan NameSOUZA, TRUE AND PARTNERS, INC. 401(K) PLAN Plan #002 Participants BOY/EOY21 / 21 Assets BOY/EOY$3,643,102 / $3,152,322	2022	SOUZA, TRUE AND PARTNERS, INC. 401(K) PLAN - Plan #002	21 / 21	$3,643,102 / $3,152,322
2021	Plan NameSOUZA, TRUE AND PARTNERS, INC. 401(K) PLAN Plan #002 Participants BOY/EOY21 / 21 Assets BOY/EOY$3,055,535 / $3,643,102	2021	SOUZA, TRUE AND PARTNERS, INC. 401(K) PLAN - Plan #002	21 / 21	$3,055,535 / $3,643,102
2020	Plan NameSOUZA, TRUE AND PARTNERS, INC. 401(K) PLAN Plan #002 Participants BOY/EOY19 / 21 Assets BOY/EOY$2,524,437 / $3,055,535	2020	SOUZA, TRUE AND PARTNERS, INC. 401(K) PLAN - Plan #002	19 / 21	$2,524,437 / $3,055,535
2019	Plan NameSOUZA, TRUE AND PARTNERS, INC. 401(K) PLAN Plan #002 Participants BOY/EOY19 / 19 Assets BOY/EOY$1,982,440 / $2,524,437	2019	SOUZA, TRUE AND PARTNERS, INC. 401(K) PLAN - Plan #002	19 / 19	$1,982,440 / $2,524,437