Theorist, Inc.

Form 5500

THEORIST, INC.

1000 Clovelly Court, Raleigh, Nc 27614 (919) 630-0957 EIN:37-1755720 Plan Admin:Stephanie Patrick

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameTHEORIST, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY8 / 16 Assets BOY/EOY$407,075 / $521,246	2023	THEORIST, INC. 401(K) PROFIT SHARING PLAN - Plan #001	8 / 16	$407,075 / $521,246
2022	Plan NameTHEORIST, INC. DEFINED BENEFIT PENSION PLAN Plan #002 Participants BOY/EOY8 / 8 Assets BOY/EOY$1,737,824 / $1,455,361	2022	THEORIST, INC. DEFINED BENEFIT PENSION PLAN - Plan #002	8 / 8	$1,737,824 / $1,455,361
2022	Plan NameTHEORIST, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY9 / 8 Assets BOY/EOY$476,834 / $407,075	2022	THEORIST, INC. 401(K) PROFIT SHARING PLAN - Plan #001	9 / 8	$476,834 / $407,075
2021	Plan NameTHEORIST, INC. DEFINED BENEFIT PENSION PLAN Plan #002 Participants BOY/EOY8 / 8 Assets BOY/EOY$1,591,993 / $1,737,824	2021	THEORIST, INC. DEFINED BENEFIT PENSION PLAN - Plan #002	8 / 8	$1,591,993 / $1,737,824
2021	Plan NameTHEORIST, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY10 / 9 Assets BOY/EOY$421,854 / $476,834	2021	THEORIST, INC. 401(K) PROFIT SHARING PLAN - Plan #001	10 / 9	$421,854 / $476,834
2020	Plan NameTHEORIST, INC. DEFINED BENEFIT PENSION PLAN Plan #002 Participants BOY/EOY8 / 8 Assets BOY/EOY$1,127,486 / $1,591,993	2020	THEORIST, INC. DEFINED BENEFIT PENSION PLAN - Plan #002	8 / 8	$1,127,486 / $1,591,993
2020	Plan NameTHEORIST, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY7 / 10 Assets BOY/EOY$66,203 / $421,854	2020	THEORIST, INC. 401(K) PROFIT SHARING PLAN - Plan #001	7 / 10	$66,203 / $421,854
2019	Plan NameTHEORIST, INC. DEFINED BENEFIT PENSION PLAN Plan #002 Participants BOY/EOY6 / 6 Assets BOY/EOY$564,969 / $1,127,486	2019	THEORIST, INC. DEFINED BENEFIT PENSION PLAN - Plan #002	6 / 6	$564,969 / $1,127,486
2019	Plan NameTHEORIST INC. 401(K)PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 6 Assets BOY/EOY$49,728 / $66,203	2019	THEORIST INC. 401(K)PROFIT SHARING PLAN - Plan #001	5 / 6	$49,728 / $66,203