Welsh Advisors, Inc.

Form 5500

WELSH ADVISORS, INC.

16081 Santa Barbara Ln, Huntington Beach, Ca 92649 (714) 815-5267 EIN:46-4760047 Plan Admin:Steven Ho

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameWELSH ADVISORS, INC. DEFINED BENEFIT PLAN Plan #002 Participants BOY/EOY6 / 7 Assets BOY/EOY$2,442,505 / $3,288,253	2023	WELSH ADVISORS, INC. DEFINED BENEFIT PLAN - Plan #002	6 / 7	$2,442,505 / $3,288,253
2023	Plan NameWELSH ADVISORS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY8 / 9 Assets BOY/EOY$879,153 / $1,273,925	2023	WELSH ADVISORS, INC. 401(K) PROFIT SHARING PLAN - Plan #001	8 / 9	$879,153 / $1,273,925
2022	Plan NameWELSH ADVISORS, INC. DEFINED BENEFIT PLAN Plan #002 Participants BOY/EOY7 / 6 Assets BOY/EOY$2,375,730 / $2,442,505	2022	WELSH ADVISORS, INC. DEFINED BENEFIT PLAN - Plan #002	7 / 6	$2,375,730 / $2,442,505
2022	Plan NameWELSH ADVISORS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY7 / 8 Assets BOY/EOY$840,711 / $879,153	2022	WELSH ADVISORS, INC. 401(K) PROFIT SHARING PLAN - Plan #001	7 / 8	$840,711 / $879,153
2021	Plan NameWELSH ADVISORS, INC. DEFINED BENEFIT PLAN Plan #002 Participants BOY/EOY5 / 7 Assets BOY/EOY$1,637,512 / $2,375,730	2021	WELSH ADVISORS, INC. DEFINED BENEFIT PLAN - Plan #002	5 / 7	$1,637,512 / $2,375,730
2021	Plan NameWELSH ADVISORS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 7 Assets BOY/EOY$567,998 / $840,711	2021	WELSH ADVISORS, INC. 401(K) PROFIT SHARING PLAN - Plan #001	6 / 7	$567,998 / $840,711
2020	Plan NameWELSH ADVISORS, INC. DEFINED BENEFIT PLAN Plan #002 Participants BOY/EOY4 / 5 Assets BOY/EOY$1,170,480 / $1,637,512	2020	WELSH ADVISORS, INC. DEFINED BENEFIT PLAN - Plan #002	4 / 5	$1,170,480 / $1,637,512
2020	Plan NameWELSH ADVISORS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 6 Assets BOY/EOY$410,992 / $567,998	2020	WELSH ADVISORS, INC. 401(K) PROFIT SHARING PLAN - Plan #001	5 / 6	$410,992 / $567,998
2019	Plan NameWELSH ADVISORS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$271,051 / $410,992	2019	WELSH ADVISORS, INC. 401(K) PROFIT SHARING PLAN - Plan #001	5 / 5	$271,051 / $410,992