Values First Advisors, Inc.

Form 5500

VALUES FIRST ADVISORS, INC.

101 Old Gray Station Rd., Gray, Tn 37615 (423) 218-1403 EIN:27-0392191 Plan Admin:L. Alex Ellis

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameVALUES FIRST ADVISORS, INC. 401(K) PROFIT SHARING PLAN AND TRUST() Plan #001 Participants BOY/EOY10 / 11 Assets BOY/EOY$649,168 / $835,773	2023	VALUES FIRST ADVISORS, INC. 401(K) PROFIT SHARING PLAN AND TRUST() - Plan #001	10 / 11	$649,168 / $835,773
2022	Plan NameVALUES FIRST ADVISORS, INC. 401(K) PROFIT SHARING PLAN AND TRUST() Plan #001 Participants BOY/EOY10 / 10 Assets BOY/EOY$653,468 / $649,168	2022	VALUES FIRST ADVISORS, INC. 401(K) PROFIT SHARING PLAN AND TRUST() - Plan #001	10 / 10	$653,468 / $649,168
2021	Plan NameVALUES FIRST ADVISORS INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY9 / 10 Assets BOY/EOY$658,771 / $653,468	2021	VALUES FIRST ADVISORS INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	9 / 10	$658,771 / $653,468
2020	Plan NameVALUES FIRST ADVISORS INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$428,986 / $658,771	2020	VALUES FIRST ADVISORS INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	8 / 8	$428,986 / $658,771
2019	Plan NameVALUES FIRST ADVISORS INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$0 / $428,986	2019	VALUES FIRST ADVISORS INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	7 / 7	$0 / $428,986