Innovative Strategies, Inc.

Form 5500

INNOVATIVE STRATEGIES INCORPORATED

3200 Kirby Dr., Suite 800, Houston, Tx 77098 (713) 993-7900 EIN:76-0386949 Plan Admin:Jane Howze

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameINNOVATIVE STRATEGIES INCORPORATED 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY40 / 32 Assets BOY/EOY$7,477,735 / $8,733,749	2023	INNOVATIVE STRATEGIES INCORPORATED 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001	40 / 32	$7,477,735 / $8,733,749
2022	Plan NameINNOVATIVE STRATEGIES INCORPORATED 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY29 / 40 Assets BOY/EOY$8,514,864 / $7,477,735	2022	INNOVATIVE STRATEGIES INCORPORATED 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001	29 / 40	$8,514,864 / $7,477,735
2021	Plan NameINNOVATIVE STRATEGIES INCORPORATED 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY27 / 29 Assets BOY/EOY$7,159,665 / $8,514,864	2021	INNOVATIVE STRATEGIES INCORPORATED 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001	27 / 29	$7,159,665 / $8,514,864
2020	Plan NameINNOVATIVE STRATEGIES INCORPORATED 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY35 / 27 Assets BOY/EOY$6,365,048 / $7,159,665	2020	INNOVATIVE STRATEGIES INCORPORATED 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001	35 / 27	$6,365,048 / $7,159,665
2019	Plan NameINNOVATIVE STRATEGIES INCORPORATED 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY39 / 35 Assets BOY/EOY$5,043,141 / $6,365,048	2019	INNOVATIVE STRATEGIES INCORPORATED 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001	39 / 35	$5,043,141 / $6,365,048