Walker Financial Advisors, Inc.

Form 5500

WALKER FINANCIAL ADVISORS, INC.

27201 Puerta Real, Suite 465, Mission Viejo, Ca 92691 (949) 367-1961 EIN:33-0785066 Plan Admin:Scott D. Walker

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameWALKER FINANCIAL ADVISORS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY2 / 3 Assets BOY/EOY$4,115,387 / $4,840,932	2023	WALKER FINANCIAL ADVISORS, INC. 401(K) PLAN - Plan #001	2 / 3	$4,115,387 / $4,840,932
2022	Plan NameWALKER FINANCIAL ADVISORS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$4,836,869 / $4,115,387	2022	WALKER FINANCIAL ADVISORS, INC. 401(K) PLAN - Plan #001	2 / 2	$4,836,869 / $4,115,387
2022	Plan NameWALKER FINANCIAL ADVISORS, INC. DEFINED BENEFIT PENSION PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$469,997 / $597,350	2022	WALKER FINANCIAL ADVISORS, INC. DEFINED BENEFIT PENSION PLAN - Plan #002	2 / 2	$469,997 / $597,350
2021	Plan NameWALKER FINANCIAL ADVISORS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$3,957,835 / $4,836,869	2021	WALKER FINANCIAL ADVISORS, INC. 401(K) PLAN - Plan #001	2 / 2	$3,957,835 / $4,836,869
2021	Plan NameWALKER FINANCIAL ADVISORS, INC. DEFINED BENEFIT PENSION PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$281,682 / $469,997	2021	WALKER FINANCIAL ADVISORS, INC. DEFINED BENEFIT PENSION PLAN - Plan #002	2 / 2	$281,682 / $469,997
2020	Plan NameWALKER FINANCIAL ADVISORS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$3,111,028 / $3,957,835	2020	WALKER FINANCIAL ADVISORS, INC. 401(K) PLAN - Plan #001	2 / 2	$3,111,028 / $3,957,835
2020	Plan NameWALKER FINANCIAL ADVISORS, INC. DEFINED BENEFIT PENSION PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$130,196 / $281,682	2020	WALKER FINANCIAL ADVISORS, INC. DEFINED BENEFIT PENSION PLAN - Plan #002	2 / 2	$130,196 / $281,682
2019	Plan NameWALKER FINANCIAL ADVISORS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$2,488,555 / $3,111,028	2019	WALKER FINANCIAL ADVISORS, INC. 401(K) PLAN - Plan #001	2 / 2	$2,488,555 / $3,111,028
2019	Plan NameWALKER FINANCIAL ADVISORS, INC. DEFINED BENEFIT PENSION PLAN Plan #002 Participants BOY/EOY0 / 2 Assets BOY/EOY$0 / $130,196	2019	WALKER FINANCIAL ADVISORS, INC. DEFINED BENEFIT PENSION PLAN - Plan #002	0 / 2	$0 / $130,196