Triad Financial Insurance Marketing, Inc.

Form 5500

TRIAD FINANCIAL INSURANCE MARKETING, INC.

18757 Burbank Blvd., Suite 303, Tarzana, Ca 91356 (818) 938-5600 EIN:95-3966335 Plan Admin:Karen Silverstein

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameTRIAD FINANCIAL INSURANCE MARKETING, INC. 401(K) AND RETIREMENT PLAN Plan #001 Participants BOY/EOY11 / 10 Assets BOY/EOY$1,758,497 / $2,227,262	2023	TRIAD FINANCIAL INSURANCE MARKETING, INC. 401(K) AND RETIREMENT PLAN - Plan #001	11 / 10	$1,758,497 / $2,227,262
2022	Plan NameTRIAD FINANCIAL INSURANCE MARKETING, INC. 401(K) AND RETIREMENT PLAN Plan #001 Participants BOY/EOY11 / 11 Assets BOY/EOY$2,192,846 / $1,758,497	2022	TRIAD FINANCIAL INSURANCE MARKETING, INC. 401(K) AND RETIREMENT PLAN - Plan #001	11 / 11	$2,192,846 / $1,758,497
2021	Plan NameTRIAD FINANCIAL INSURANCE MARKETING, INC. 401(K) AND RETIREMENT PLAN Plan #001 Participants BOY/EOY11 / 11 Assets BOY/EOY$1,800,608 / $2,192,846	2021	TRIAD FINANCIAL INSURANCE MARKETING, INC. 401(K) AND RETIREMENT PLAN - Plan #001	11 / 11	$1,800,608 / $2,192,846
2020	Plan NameTRIAD FINANCIAL INSURANCE MARKETING, INC. 401(K) AND RETIREMENT PLAN Plan #001 Participants BOY/EOY10 / 11 Assets BOY/EOY$1,434,437 / $1,800,608	2020	TRIAD FINANCIAL INSURANCE MARKETING, INC. 401(K) AND RETIREMENT PLAN - Plan #001	10 / 11	$1,434,437 / $1,800,608
2019	Plan NameTRIAD FINANCIAL INSURANCE MARKETING, INC. 401(K) AND RETIREMENT PLAN Plan #001 Participants BOY/EOY10 / 10 Assets BOY/EOY$1,055,243 / $1,434,437	2019	TRIAD FINANCIAL INSURANCE MARKETING, INC. 401(K) AND RETIREMENT PLAN - Plan #001	10 / 10	$1,055,243 / $1,434,437