Duncan Investment Advisors, Inc.

Form 5500

DUNCAN INVESTMENT ADVISORS, INC.

5973 Avenida Encinas, Suite 210, Carlsbad, Ca 92008 (760) 476-1560 EIN:45-0596877 Plan Admin:Charles G. Duncan

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameDUNCAN INVESTMENT ADVISORS, INC. DEFINED BENEFIT PLAN Plan #002 Participants BOY/EOY1 / 1 Assets BOY/EOY$2,075,963 / $2,693,042	2023	DUNCAN INVESTMENT ADVISORS, INC. DEFINED BENEFIT PLAN - Plan #002	1 / 1	$2,075,963 / $2,693,042
2022	Plan NameDUNCAN INVESTMENT ADVISORS, INC. DEFINED BENEFIT PLAN Plan #002 Participants BOY/EOY6 / 1 Assets BOY/EOY$2,777,925 / $2,075,963	2022	DUNCAN INVESTMENT ADVISORS, INC. DEFINED BENEFIT PLAN - Plan #002	6 / 1	$2,777,925 / $2,075,963
2022	Plan NameDUNCAN FINANCIAL SAFE HARBOR 401(K) PLAN Plan #001 Participants BOY/EOY7 / 1 Assets BOY/EOY$2,210,367 / $723,902	2022	DUNCAN FINANCIAL SAFE HARBOR 401(K) PLAN - Plan #001	7 / 1	$2,210,367 / $723,902
2021	Plan NameDUNCAN INVESTMENT ADVISORS, INC. DEFINED BENEFIT PLAN Plan #002 Participants BOY/EOY6 / 6 Assets BOY/EOY$1,997,450 / $2,777,925	2021	DUNCAN INVESTMENT ADVISORS, INC. DEFINED BENEFIT PLAN - Plan #002	6 / 6	$1,997,450 / $2,777,925
2021	Plan NameDUNCAN FINANCIAL SAFE HARBOR 401(K) PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$1,662,869 / $2,210,367	2021	DUNCAN FINANCIAL SAFE HARBOR 401(K) PLAN - Plan #001	7 / 7	$1,662,869 / $2,210,367
2020	Plan NameDUNCAN INVESTMENT ADVISORS, INC. DEFINED BENEFIT PLAN Plan #002 Participants BOY/EOY6 / 7 Assets BOY/EOY$1,776,498 / $1,997,450	2020	DUNCAN INVESTMENT ADVISORS, INC. DEFINED BENEFIT PLAN - Plan #002	6 / 7	$1,776,498 / $1,997,450
2020	Plan NameDUNCAN FINANCIAL SAFE HARBOR 401(K) PLAN Plan #001 Participants BOY/EOY6 / 7 Assets BOY/EOY$1,391,797 / $1,662,869	2020	DUNCAN FINANCIAL SAFE HARBOR 401(K) PLAN - Plan #001	6 / 7	$1,391,797 / $1,662,869
2019	Plan NameDUNCAN INVESTMENT ADVISORS, INC. DEFINED BENEFIT PLAN Plan #002 Participants BOY/EOY7 / 7 Assets BOY/EOY$1,312,139 / $1,776,498	2019	DUNCAN INVESTMENT ADVISORS, INC. DEFINED BENEFIT PLAN - Plan #002	7 / 7	$1,312,139 / $1,776,498
2019	Plan NameDUNCAN FINANCIAL SAFE HARBOR 401(K) PLAN Plan #001 Participants BOY/EOY7 / 6 Assets BOY/EOY$1,218,541 / $1,391,797	2019	DUNCAN FINANCIAL SAFE HARBOR 401(K) PLAN - Plan #001	7 / 6	$1,218,541 / $1,391,797