Cobb, Fendley & Associates, Inc.

Form 5500

COBB FENDLEY AND ASSOCIATES, INC.

4424 West Sam Houston Parkway North Suite 600, Houston, Tx 77041 (713) 462-3242 EIN:74-2192879 Plan Admin:Rachel Edwards

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameCOBB FENDLEY AND ASSOCIATES WELFARE BENEFIT PLAN Plan #501 Participants BOY/EOY588 / 0 Assets BOY/EOY$0 / $0	2023	COBB FENDLEY AND ASSOCIATES WELFARE BENEFIT PLAN - Plan #501	588 / 0	$0 / $0
2022	Plan NameCOBB, FENDLEY & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY665 / 761 Assets BOY/EOY$52,833,866 / $48,737,879	2022	COBB, FENDLEY & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN - Plan #001	665 / 761	$52,833,866 / $48,737,879
2022	Plan NameCOBB, FENDLEY & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN Plan #002 Participants BOY/EOY675 / 687 Assets BOY/EOY$21,065,542 / $22,019,376	2022	COBB, FENDLEY & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN - Plan #002	675 / 687	$21,065,542 / $22,019,376
2022	Plan NameCOBB FENDLEY AND ASSOCIATES WELFARE BENEFIT PLAN Plan #501 Participants BOY/EOY494 / 0 Assets BOY/EOY$0 / $0	2022	COBB FENDLEY AND ASSOCIATES WELFARE BENEFIT PLAN - Plan #501	494 / 0	$0 / $0
2021	Plan NameCOBB, FENDLEY & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY657 / 660 Assets BOY/EOY$46,180,340 / $52,833,866	2021	COBB, FENDLEY & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN - Plan #001	657 / 660	$46,180,340 / $52,833,866
2021	Plan NameCOBB, FENDLEY & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN Plan #002 Participants BOY/EOY683 / 661 Assets BOY/EOY$22,748,249 / $21,065,542	2021	COBB, FENDLEY & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN - Plan #002	683 / 661	$22,748,249 / $21,065,542
2021	Plan NameCOBB FENDLEY AND ASSOCIATES WELFARE BENEFIT PLAN Plan #501 Participants BOY/EOY519 / 0 Assets BOY/EOY$0 / $0	2021	COBB FENDLEY AND ASSOCIATES WELFARE BENEFIT PLAN - Plan #501	519 / 0	$0 / $0
2020	Plan NameCOBB, FENDLEY & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY634 / 651 Assets BOY/EOY$38,135,757 / $46,180,340	2020	COBB, FENDLEY & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN - Plan #001	634 / 651	$38,135,757 / $46,180,340
2020	Plan NameCOBB, FENDLEY & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN Plan #002 Participants BOY/EOY638 / 671 Assets BOY/EOY$18,014,685 / $22,748,249	2020	COBB, FENDLEY & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN - Plan #002	638 / 671	$18,014,685 / $22,748,249
2020	Plan NameCOBB FENDLEY AND ASSOCIATES WELFARE BENEFIT PLAN Plan #501 Participants BOY/EOY519 / 0 Assets BOY/EOY$0 / $0	2020	COBB FENDLEY AND ASSOCIATES WELFARE BENEFIT PLAN - Plan #501	519 / 0	$0 / $0
2019	Plan NameCOBB, FENDLEY & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY524 / 623 Assets BOY/EOY$29,732,928 / $38,135,757	2019	COBB, FENDLEY & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN - Plan #001	524 / 623	$29,732,928 / $38,135,757
2019	Plan NameCOBB, FENDLEY & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN Plan #002 Participants BOY/EOY496 / 599 Assets BOY/EOY$12,346,800 / $18,014,685	2019	COBB, FENDLEY & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN - Plan #002	496 / 599	$12,346,800 / $18,014,685
2019	Plan NameCOBB FENDLEY AND ASSOCIATES WELFARE BENEFIT PLAN Plan #501 Participants BOY/EOY409 / 0 Assets BOY/EOY$0 / $0	2019	COBB FENDLEY AND ASSOCIATES WELFARE BENEFIT PLAN - Plan #501	409 / 0	$0 / $0