Heffley & Associates, Inc.

Form 5500

HEFFLEY AND ASSOCIATES, INC.

8975 Winged Foot Drive, Tallahassee, FL 32312 (850) 513-1200 EIN:59-3626179 Plan Admin:Richard Heffley

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameHEFFLEY AND ASSOCIATES, INC. PROFIT SHARING 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$3,779,704 / $3,300,948	2022	HEFFLEY AND ASSOCIATES, INC. PROFIT SHARING 401(K) PLAN - Plan #001	2 / 2	$3,779,704 / $3,300,948
2022	Plan NameHEFFLEY AND ASSOCIATES, INC. DEFINED BENEFIT PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$1,193,766 / $1,021,614	2022	HEFFLEY AND ASSOCIATES, INC. DEFINED BENEFIT PLAN - Plan #002	2 / 2	$1,193,766 / $1,021,614
2021	Plan NameHEFFLEY AND ASSOCIATES, INC. PROFIT SHARING 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$3,138,674 / $3,779,704	2021	HEFFLEY AND ASSOCIATES, INC. PROFIT SHARING 401(K) PLAN - Plan #001	2 / 2	$3,138,674 / $3,779,704
2021	Plan NameHEFFLEY AND ASSOCIATES, INC. DEFINED BENEFIT PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$1,031,542 / $1,193,766	2021	HEFFLEY AND ASSOCIATES, INC. DEFINED BENEFIT PLAN - Plan #002	2 / 2	$1,031,542 / $1,193,766
2020	Plan NameHEFFLEY AND ASSOCIATES, INC. PROFIT SHARING 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$2,666,575 / $3,138,674	2020	HEFFLEY AND ASSOCIATES, INC. PROFIT SHARING 401(K) PLAN - Plan #001	2 / 2	$2,666,575 / $3,138,674
2020	Plan NameHEFFLEY AND ASSOCIATES, INC. DEFINED BENEFIT PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$969,056 / $1,031,542	2020	HEFFLEY AND ASSOCIATES, INC. DEFINED BENEFIT PLAN - Plan #002	2 / 2	$969,056 / $1,031,542
2019	Plan NameHEFFLEY AND ASSOCIATES, INC. PROFIT SHARING 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$2,115,380 / $2,666,575	2019	HEFFLEY AND ASSOCIATES, INC. PROFIT SHARING 401(K) PLAN - Plan #001	2 / 2	$2,115,380 / $2,666,575
2019	Plan NameHEFFLEY AND ASSOCIATES, INC. DEFINED BENEFIT PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$839,631 / $969,056	2019	HEFFLEY AND ASSOCIATES, INC. DEFINED BENEFIT PLAN - Plan #002	2 / 2	$839,631 / $969,056