Underhill Financial Advisors, LLC

Form 5500

UNDERHILL FINANCIAL ADVISORS, LLC

3146 N Swan Road, Tucson, Az 85712 (520) 795-2950 EIN:86-1012452 Plan Admin:James B. Underhill

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameUNDERHILL FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$2,354,127 / $2,913,562	2023	UNDERHILL FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN - Plan #001	6 / 6	$2,354,127 / $2,913,562
2022	Plan NameUNDERHILL FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 5 Assets BOY/EOY$2,834,280 / $2,354,127	2022	UNDERHILL FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN - Plan #001	6 / 5	$2,834,280 / $2,354,127
2021	Plan NameUNDERHILL FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY7 / 6 Assets BOY/EOY$2,369,854 / $2,834,280	2021	UNDERHILL FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN - Plan #001	7 / 6	$2,369,854 / $2,834,280
2020	Plan NameUNDERHILL FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 7 Assets BOY/EOY$1,973,162 / $2,369,854	2020	UNDERHILL FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN - Plan #001	5 / 7	$1,973,162 / $2,369,854
2019	Plan NameUNDERHILL FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY7 / 5 Assets BOY/EOY$1,564,946 / $1,973,162	2019	UNDERHILL FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN - Plan #001	7 / 5	$1,564,946 / $1,973,162