Trisperity Advisors, LLC

Form 5500

TRISPERITY ADVISORS, LLC

22202 Highland Knolls Drive, Katy, Tx 77450 (281) 693-3777 EIN:27-1770453 Plan Admin:Craig Narum

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameTRISPERITY ADVISORS CASH BALANCE PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$1,426,290 / $1,777,396	2023	TRISPERITY ADVISORS CASH BALANCE PLAN - Plan #002	2 / 2	$1,426,290 / $1,777,396
2023	Plan NameTRISPERITY ADVISORS 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$231,847 / $310,787	2023	TRISPERITY ADVISORS 401(K) PROFIT SHARING PLAN - Plan #001	2 / 2	$231,847 / $310,787
2022	Plan NameTRISPERITY ADVISORS CASH BALANCE PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$1,377,304 / $1,426,290	2022	TRISPERITY ADVISORS CASH BALANCE PLAN - Plan #002	2 / 2	$1,377,304 / $1,426,290
2022	Plan NameTRISPERITY ADVISORS 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$215,956 / $231,847	2022	TRISPERITY ADVISORS 401(K) PROFIT SHARING PLAN - Plan #001	2 / 2	$215,956 / $231,847
2021	Plan NameTRISPERITY ADVISORS CASH BALANCE PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$1,044,007 / $1,377,304	2021	TRISPERITY ADVISORS CASH BALANCE PLAN - Plan #002	2 / 2	$1,044,007 / $1,377,304
2021	Plan NameTRISPERITY ADVISORS 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$150,681 / $215,956	2021	TRISPERITY ADVISORS 401(K) PROFIT SHARING PLAN - Plan #001	2 / 2	$150,681 / $215,956
2020	Plan NameTRISPERITY ADVISORS CASH BALANCE PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$645,279 / $1,044,007	2020	TRISPERITY ADVISORS CASH BALANCE PLAN - Plan #002	2 / 2	$645,279 / $1,044,007
2020	Plan NameTRISPERITY ADVISORS 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$93,733 / $150,681	2020	TRISPERITY ADVISORS 401(K) PROFIT SHARING PLAN - Plan #001	2 / 2	$93,733 / $150,681
2019	Plan NameTRISPERITY ADVISORS CASH BALANCE PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$261,623 / $645,279	2019	TRISPERITY ADVISORS CASH BALANCE PLAN - Plan #002	2 / 2	$261,623 / $645,279
2019	Plan NameTRISPERITY ADVISORS 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$43,500 / $93,733	2019	TRISPERITY ADVISORS 401(K) PROFIT SHARING PLAN - Plan #001	2 / 2	$43,500 / $93,733