Carson Advisory, Inc.

Form 5500

CARSON ADVISORY, INC.

470 Hill Street, Athens, Ga 30601 (706) 543-6578 EIN:58-2478375 Plan Admin:Robert Carson

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameCARSON ADVISORY 401(K) PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$2,300,993 / $3,164,409	2023	CARSON ADVISORY 401(K) PLAN - Plan #001	9 / 9	$2,300,993 / $3,164,409
2022	Plan NameCARSON ADVISORY, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY3 / 7 Assets BOY/EOY$2,553,596 / $2,375,497	2022	CARSON ADVISORY, INC. CASH BALANCE PLAN - Plan #002	3 / 7	$2,553,596 / $2,375,497
2022	Plan NameCARSON ADVISORY 401(K) PLAN Plan #001 Participants BOY/EOY5 / 9 Assets BOY/EOY$2,372,159 / $2,300,993	2022	CARSON ADVISORY 401(K) PLAN - Plan #001	5 / 9	$2,372,159 / $2,300,993
2021	Plan NameCARSON ADVISORY, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY4 / 3 Assets BOY/EOY$2,150,435 / $2,553,596	2021	CARSON ADVISORY, INC. CASH BALANCE PLAN - Plan #002	4 / 3	$2,150,435 / $2,553,596
2021	Plan NameCARSON ADVISORY 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$1,885,527 / $2,372,159	2021	CARSON ADVISORY 401(K) PLAN - Plan #001	4 / 4	$1,885,527 / $2,372,159
2020	Plan NameCARSON ADVISORY, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$1,520,659 / $2,150,435	2020	CARSON ADVISORY, INC. CASH BALANCE PLAN - Plan #002	4 / 4	$1,520,659 / $2,150,435
2020	Plan NameCARSON ADVISORY 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$1,502,528 / $1,885,527	2020	CARSON ADVISORY 401(K) PLAN - Plan #001	4 / 4	$1,502,528 / $1,885,527
2019	Plan NameCARSON ADVISORY, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY3 / 4 Assets BOY/EOY$975,832 / $1,520,659	2019	CARSON ADVISORY, INC. CASH BALANCE PLAN - Plan #002	3 / 4	$975,832 / $1,520,659
2019	Plan NameCARSON ADVISORY 401(K) PLAN Plan #001 Participants BOY/EOY3 / 4 Assets BOY/EOY$1,088,832 / $1,502,528	2019	CARSON ADVISORY 401(K) PLAN - Plan #001	3 / 4	$1,088,832 / $1,502,528