C.S. Davidson, Inc.

Form 5500

C. S. DAVIDSON, INC.

38 N Duke Street, York, Pa 17401 (717) 846-4805 EIN:23-1305536 Plan Admin:C. S. Davidson, Inc.

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameC. S. DAVIDSON, INC. PROFIT SHARING PLAN Plan #001 Participants BOY/EOY106 / 110 Assets BOY/EOY$19,024,376 / $17,269,481	2022	C. S. DAVIDSON, INC. PROFIT SHARING PLAN - Plan #001	106 / 110	$19,024,376 / $17,269,481
2022	Plan NameC. S. DAVIDSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN Plan #002 Participants BOY/EOY117 / 118 Assets BOY/EOY$7,745,230 / $7,743,383	2022	C. S. DAVIDSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN - Plan #002	117 / 118	$7,745,230 / $7,743,383
2021	Plan NameC. S. DAVIDSON, INC. PROFIT SHARING PLAN Plan #001 Participants BOY/EOY104 / 106 Assets BOY/EOY$17,036,517 / $19,024,376	2021	C. S. DAVIDSON, INC. PROFIT SHARING PLAN - Plan #001	104 / 106	$17,036,517 / $19,024,376
2021	Plan NameC. S. DAVIDSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN Plan #002 Participants BOY/EOY125 / 117 Assets BOY/EOY$7,078,160 / $7,745,230	2021	C. S. DAVIDSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN - Plan #002	125 / 117	$7,078,160 / $7,745,230
2020	Plan NameC. S. DAVIDSON, INC. PROFIT SHARING PLAN Plan #001 Participants BOY/EOY103 / 104 Assets BOY/EOY$15,142,282 / $17,036,517	2020	C. S. DAVIDSON, INC. PROFIT SHARING PLAN - Plan #001	103 / 104	$15,142,282 / $17,036,517
2020	Plan NameC. S. DAVIDSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN Plan #002 Participants BOY/EOY125 / 125 Assets BOY/EOY$5,521,928 / $7,078,160	2020	C. S. DAVIDSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN - Plan #002	125 / 125	$5,521,928 / $7,078,160
2019	Plan NameC. S. DAVIDSON, INC. PROFIT SHARING PLAN Plan #001 Participants BOY/EOY100 / 103 Assets BOY/EOY$13,380,579 / $15,142,282	2019	C. S. DAVIDSON, INC. PROFIT SHARING PLAN - Plan #001	100 / 103	$13,380,579 / $15,142,282
2019	Plan NameC. S. DAVIDSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN Plan #002 Participants BOY/EOY127 / 125 Assets BOY/EOY$4,313,863 / $5,521,928	2019	C. S. DAVIDSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN - Plan #002	127 / 125	$4,313,863 / $5,521,928