K Financial, Inc.

Form 5500

K FINANCIAL INC

940 Main St., Louisville, Co 80027 (303) 665-8060 EIN:76-0726945 Plan Admin:Lonny Leinweber

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameK FINANCIAL INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY16 / 18 Assets BOY/EOY$2,422,896 / $3,245,898	2023	K FINANCIAL INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	16 / 18	$2,422,896 / $3,245,898
2023	Plan NameK FINANCIAL, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY15 / 13 Assets BOY/EOY$821,942 / $1,158,703	2023	K FINANCIAL, INC. CASH BALANCE PLAN - Plan #002	15 / 13	$821,942 / $1,158,703
2022	Plan NameK FINANCIAL INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY17 / 16 Assets BOY/EOY$2,629,885 / $2,422,896	2022	K FINANCIAL INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	17 / 16	$2,629,885 / $2,422,896
2022	Plan NameK FINANCIAL, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY13 / 15 Assets BOY/EOY$659,518 / $821,942	2022	K FINANCIAL, INC. CASH BALANCE PLAN - Plan #002	13 / 15	$659,518 / $821,942
2021	Plan NameK FINANCIAL INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY18 / 17 Assets BOY/EOY$2,129,466 / $2,629,885	2021	K FINANCIAL INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	18 / 17	$2,129,466 / $2,629,885
2021	Plan NameK FINANCIAL, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY12 / 12 Assets BOY/EOY$389,447 / $659,518	2021	K FINANCIAL, INC. CASH BALANCE PLAN - Plan #002	12 / 12	$389,447 / $659,518
2020	Plan NameK FINANCIAL INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY15 / 16 Assets BOY/EOY$1,679,866 / $2,129,466	2020	K FINANCIAL INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	15 / 16	$1,679,866 / $2,129,466
2020	Plan NameK FINANCIAL, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY10 / 11 Assets BOY/EOY$139,685 / $389,447	2020	K FINANCIAL, INC. CASH BALANCE PLAN - Plan #002	10 / 11	$139,685 / $389,447
2019	Plan NameK FINANCIAL INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY14 / 13 Assets BOY/EOY$1,271,232 / $1,679,866	2019	K FINANCIAL INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	14 / 13	$1,271,232 / $1,679,866
2019	Plan NameK FINANCIAL, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY10 / 10 Assets BOY/EOY$0 / $139,685	2019	K FINANCIAL, INC. CASH BALANCE PLAN - Plan #002	10 / 10	$0 / $139,685