Retirement Options, Inc.

Form 5500

RETIREMENT OPTIONS, INC.

1683 Red Cloud Drive, Saint George, Ut 84770 (435) 703-3430 EIN:20-5800761 Plan Admin:Tasha Daniels

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameRETIREMENT OPTIONS, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$1,185,117 / $1,448,701	2023	RETIREMENT OPTIONS, INC. CASH BALANCE PLAN - Plan #002	4 / 4	$1,185,117 / $1,448,701
2023	Plan NameRETIREMENT OPTIONS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 4 Assets BOY/EOY$1,397,579 / $1,215,306	2023	RETIREMENT OPTIONS, INC. 401(K) PROFIT SHARING PLAN - Plan #001	5 / 4	$1,397,579 / $1,215,306
2022	Plan NameRETIREMENT OPTIONS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$1,716,401 / $1,397,579	2022	RETIREMENT OPTIONS, INC. 401(K) PROFIT SHARING PLAN - Plan #001	5 / 5	$1,716,401 / $1,397,579
2022	Plan NameRETIREMENT OPTIONS, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$1,493,456 / $1,185,117	2022	RETIREMENT OPTIONS, INC. CASH BALANCE PLAN - Plan #002	4 / 4	$1,493,456 / $1,185,117
2021	Plan NameRETIREMENT OPTIONS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$1,354,821 / $1,716,401	2021	RETIREMENT OPTIONS, INC. 401(K) PROFIT SHARING PLAN - Plan #001	5 / 5	$1,354,821 / $1,716,401
2021	Plan NameRETIREMENT OPTIONS, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY5 / 5 Assets BOY/EOY$1,410,136 / $1,493,456	2021	RETIREMENT OPTIONS, INC. CASH BALANCE PLAN - Plan #002	5 / 5	$1,410,136 / $1,493,456
2020	Plan NameRETIREMENT OPTIONS, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY4 / 5 Assets BOY/EOY$1,663,052 / $1,410,136	2020	RETIREMENT OPTIONS, INC. CASH BALANCE PLAN - Plan #002	4 / 5	$1,663,052 / $1,410,136
2020	Plan NameRETIREMENT OPTIONS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$1,442,150 / $1,354,821	2020	RETIREMENT OPTIONS, INC. 401(K) PROFIT SHARING PLAN - Plan #001	5 / 5	$1,442,150 / $1,354,821
2019	Plan NameRETIREMENT OPTIONS, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$1,353,495 / $1,663,052	2019	RETIREMENT OPTIONS, INC. CASH BALANCE PLAN - Plan #002	4 / 4	$1,353,495 / $1,663,052
2019	Plan NameRETIREMENT OPTIONS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$927,668 / $1,442,150	2019	RETIREMENT OPTIONS, INC. 401(K) PROFIT SHARING PLAN - Plan #001	5 / 5	$927,668 / $1,442,150