The Summit - Financial Strategies

Form 5500

THE SUMMIT FINANCIAL STRATEGIES, INC.

1905 NW 169th Place Suite 201, Beaverton, Or 97006 (503) 466-1989 EIN:20-2552020 Plan Admin:Brett Langer

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameTSFS RETIREMENT PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$2,550,002 / $2,369,685	2022	TSFS RETIREMENT PLAN - Plan #001	6 / 6	$2,550,002 / $2,369,685
2021	Plan NameTSFS RETIREMENT PLAN Plan #001 Participants BOY/EOY4 / 6 Assets BOY/EOY$1,980,071 / $2,550,002	2021	TSFS RETIREMENT PLAN - Plan #001	4 / 6	$1,980,071 / $2,550,002
2020	Plan NameTSFS RETIREMENT PLAN Plan #001 Participants BOY/EOY5 / 4 Assets BOY/EOY$1,374,064 / $1,980,071	2020	TSFS RETIREMENT PLAN - Plan #001	5 / 4	$1,374,064 / $1,980,071
2019	Plan NameTSFS RETIREMENT PLAN Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$951,133 / $1,374,064	2019	TSFS RETIREMENT PLAN - Plan #001	4 / 5	$951,133 / $1,374,064