Paladini Financial Advisors, LLC

Form 5500

PALADINI FINANCIAL ADVISORS, LLC

2015 E Lamar Blvd, Suite 200, Arlington, Tx 76006 (817) 704-7788 EIN:47-4139945 Plan Admin:Matthew M. Paladini

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NamePALADINI FINANCIAL ADVISORS, LLC 401K PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY6 / 5 Assets BOY/EOY$600,534 / $829,265	2023	PALADINI FINANCIAL ADVISORS, LLC 401K PROFIT SHARING PLAN AND TRUST - Plan #001	6 / 5	$600,534 / $829,265
2023	Plan NamePALADINI FINANCIAL ADVISORS, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY6 / 4 Assets BOY/EOY$529,968 / $798,252	2023	PALADINI FINANCIAL ADVISORS, LLC CASH BALANCE PLAN - Plan #002	6 / 4	$529,968 / $798,252
2022	Plan NamePALADINI FINANCIAL MANAGEMENT, INC. 401K PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY7 / 6 Assets BOY/EOY$781,680 / $600,534	2022	PALADINI FINANCIAL MANAGEMENT, INC. 401K PROFIT SHARING PLAN AND TRUST - Plan #001	7 / 6	$781,680 / $600,534
2022	Plan NamePALADINI FINANCIAL ADVISORS, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY5 / 6 Assets BOY/EOY$313,147 / $529,968	2022	PALADINI FINANCIAL ADVISORS, LLC CASH BALANCE PLAN - Plan #002	5 / 6	$313,147 / $529,968
2021	Plan NamePALADINI FINANCIAL MANAGEMENT, INC. 401K PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$588,154 / $781,680	2021	PALADINI FINANCIAL MANAGEMENT, INC. 401K PROFIT SHARING PLAN AND TRUST - Plan #001	6 / 6	$588,154 / $781,680
2021	Plan NamePALADINI FINANCIAL ADVISORS, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY5 / 5 Assets BOY/EOY$148,749 / $313,147	2021	PALADINI FINANCIAL ADVISORS, LLC CASH BALANCE PLAN - Plan #002	5 / 5	$148,749 / $313,147
2020	Plan NamePALADINI FINANCIAL MANAGEMENT, INC. 401K PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$430,195 / $588,154	2020	PALADINI FINANCIAL MANAGEMENT, INC. 401K PROFIT SHARING PLAN AND TRUST - Plan #001	6 / 6	$430,195 / $588,154
2020	Plan NamePALADINI FINANCIAL ADVISORS, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY6 / 6 Assets BOY/EOY$0 / $148,749	2020	PALADINI FINANCIAL ADVISORS, LLC CASH BALANCE PLAN - Plan #002	6 / 6	$0 / $148,749
2019	Plan NamePALADINI FINANCIAL MANAGEMENT, INC. 401K PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY6 / 5 Assets BOY/EOY$808,924 / $430,195	2019	PALADINI FINANCIAL MANAGEMENT, INC. 401K PROFIT SHARING PLAN AND TRUST - Plan #001	6 / 5	$808,924 / $430,195