Lufkin Advisors, LLC

Form 5500

LUFKIN ADVISORS, LLC

233 Shearwater Isle, Foster City, Ca 94404 (650) 573-1185 EIN:80-0882030 Plan Admin:Kirk Wallace

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameLUFKIN ADVISORS 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$1,417,199 / $1,176,980	2022	LUFKIN ADVISORS 401(K) PROFIT SHARING PLAN - Plan #001	4 / 4	$1,417,199 / $1,176,980
2021	Plan NameLUFKIN ADVISORS 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$1,257,399 / $1,417,199	2021	LUFKIN ADVISORS 401(K) PROFIT SHARING PLAN - Plan #001	4 / 4	$1,257,399 / $1,417,199
2020	Plan NameLUFKIN ADVISORS 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$1,077,957 / $1,261,399	2020	LUFKIN ADVISORS 401(K) PROFIT SHARING PLAN - Plan #001	4 / 4	$1,077,957 / $1,261,399
2019	Plan NameLUFKIN ADVISORS 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$903,014 / $1,077,957	2019	LUFKIN ADVISORS 401(K) PROFIT SHARING PLAN - Plan #001	4 / 4	$903,014 / $1,077,957