Davis-Penn Mortgage CO.

Form 5500

DAVIS-PENN MORTGAGE CO.

12600 North Featherwood Drive Suite 450, Houston, Tx 77034 (281) 481-2400 EIN:75-1459683 Plan Admin:David W Forrest

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameDAVIS-PENN MORTGAGE CO. 401(K) AND EMPLOYEE THRIFT PLAN Plan #001 Participants BOY/EOY15 / 12 Assets BOY/EOY$6,925,879 / $7,750,088	2023	DAVIS-PENN MORTGAGE CO. 401(K) AND EMPLOYEE THRIFT PLAN - Plan #001	15 / 12	$6,925,879 / $7,750,088
2022	Plan NameDAVIS-PENN MORTGAGE CO. 401(K) AND EMPLOYEE THRIFT PLAN Plan #001 Participants BOY/EOY15 / 15 Assets BOY/EOY$8,738,056 / $6,925,879	2022	DAVIS-PENN MORTGAGE CO. 401(K) AND EMPLOYEE THRIFT PLAN - Plan #001	15 / 15	$8,738,056 / $6,925,879
2021	Plan NameDAVIS-PENN MORTGAGE CO. 401(K) AND EMPLOYEE THRIFT PLAN Plan #001 Participants BOY/EOY12 / 13 Assets BOY/EOY$7,521,890 / $8,738,056	2021	DAVIS-PENN MORTGAGE CO. 401(K) AND EMPLOYEE THRIFT PLAN - Plan #001	12 / 13	$7,521,890 / $8,738,056
2020	Plan NameDAVIS-PENN MORTGAGE CO. 401(K) AND EMPLOYEE THRIFT PLAN Plan #001 Participants BOY/EOY13 / 12 Assets BOY/EOY$5,317,100 / $7,521,890	2020	DAVIS-PENN MORTGAGE CO. 401(K) AND EMPLOYEE THRIFT PLAN - Plan #001	13 / 12	$5,317,100 / $7,521,890
2020	Plan NameDAVIS-PENN MORTGAGE CO. CASH BALANCE PLAN Plan #002 Participants BOY/EOY13 / 0 Assets BOY/EOY$805,522 / $0	2020	DAVIS-PENN MORTGAGE CO. CASH BALANCE PLAN - Plan #002	13 / 0	$805,522 / $0
2019	Plan NameDAVIS-PENN MORTGAGE CO. 401(K) AND EMPLOYEE THRIFT PLAN Plan #001 Participants BOY/EOY13 / 13 Assets BOY/EOY$4,136,830 / $5,317,100	2019	DAVIS-PENN MORTGAGE CO. 401(K) AND EMPLOYEE THRIFT PLAN - Plan #001	13 / 13	$4,136,830 / $5,317,100
2019	Plan NameDAVIS-PENN MORTGAGE CO. CASH BALANCE PLAN Plan #002 Participants BOY/EOY13 / 13 Assets BOY/EOY$514,177 / $805,522	2019	DAVIS-PENN MORTGAGE CO. CASH BALANCE PLAN - Plan #002	13 / 13	$514,177 / $805,522