Winters Financial Group, Inc.

Form 5500

WINTERS FINANCIAL GROUP, INC.

2659 Townsgate Rd. #213, Westlake Village, Ca 91361 (805) 497-1717 EIN:95-4744679 Plan Admin:Richard Winters

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameWINTERS FINANCIAL GROUP, INC. 401(K) PLAN Plan #001 Participants BOY/EOY5 / 3 Assets BOY/EOY$96,632 / $138,737	2023	WINTERS FINANCIAL GROUP, INC. 401(K) PLAN - Plan #001	5 / 3	$96,632 / $138,737
2022	Plan NameWINTERS FINANCIAL GROUP, INC. 401(K) PLAN Plan #001 Participants BOY/EOY3 / 4 Assets BOY/EOY$93,501 / $96,632	2022	WINTERS FINANCIAL GROUP, INC. 401(K) PLAN - Plan #001	3 / 4	$93,501 / $96,632
2021	Plan NameWINTERS FINANCIAL GROUP, INC. 401(K) PLAN Plan #001 Participants BOY/EOY5 / 3 Assets BOY/EOY$60,903 / $93,501	2021	WINTERS FINANCIAL GROUP, INC. 401(K) PLAN - Plan #001	5 / 3	$60,903 / $93,501
2020	Plan NameWINTERS FINANCIAL GROUP, INC. 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$36,512 / $60,903	2020	WINTERS FINANCIAL GROUP, INC. 401(K) PLAN - Plan #001	5 / 5	$36,512 / $60,903
2019	Plan NameWINTERS FINANCIAL GROUP, INC. 401(K) PLAN Plan #001 Participants BOY/EOY2 / 5 Assets BOY/EOY$19,563 / $36,512	2019	WINTERS FINANCIAL GROUP, INC. 401(K) PLAN - Plan #001	2 / 5	$19,563 / $36,512