Matheson Financial Advisors Inc.

Form 5500

MATHESON FINANCIAL ADVISORS, INC.

Suite 220, Mclean, Va 22101 (703) 760-9125 EIN:20-0431875 Plan Admin:Colvin Matheson

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameMATHESON FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY10 / 10 Assets BOY/EOY$2,344,978 / $2,979,643	2023	MATHESON FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN - Plan #001	10 / 10	$2,344,978 / $2,979,643
2022	Plan NameMATHESON FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY9 / 10 Assets BOY/EOY$2,592,742 / $2,344,978	2022	MATHESON FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN - Plan #001	9 / 10	$2,592,742 / $2,344,978
2021	Plan NameMATHESON FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$2,059,384 / $2,592,742	2021	MATHESON FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN - Plan #001	8 / 8	$2,059,384 / $2,592,742
2020	Plan NameMATHESON FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 8 Assets BOY/EOY$1,655,040 / $2,059,384	2020	MATHESON FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN - Plan #001	6 / 8	$1,655,040 / $2,059,384
2019	Plan NameMATHESON FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY10 / 11 Assets BOY/EOY$1,368,446 / $1,655,040	2019	MATHESON FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN - Plan #001	10 / 11	$1,368,446 / $1,655,040