Canby Financial Advisors, LLC

Form 5500

CANBY FINANCIAL ADVISORS, LLC

161 Worchester Rd Suite 408, Framingham, Ma 01701 (508) 598-1082 EIN:04-3440076 Plan Admin:Christopher S Borden

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameCANBY FINANCIAL ADVISORS, LLC 401(K) PS PLAN Plan #001 Participants BOY/EOY12 / 12 Assets BOY/EOY$2,781,045 / $3,532,316	2023	CANBY FINANCIAL ADVISORS, LLC 401(K) PS PLAN - Plan #001	12 / 12	$2,781,045 / $3,532,316
2022	Plan NameCANBY FINANCIAL ADVISORS, LLC 401(K) P/S PLAN Plan #001 Participants BOY/EOY13 / 12 Assets BOY/EOY$3,281,070 / $2,781,045	2022	CANBY FINANCIAL ADVISORS, LLC 401(K) P/S PLAN - Plan #001	13 / 12	$3,281,070 / $2,781,045
2021	Plan NameCANBY FINANCIAL ADVISORS, LLC 401(K) P/S PLAN Plan #001 Participants BOY/EOY12 / 12 Assets BOY/EOY$2,558,600 / $3,281,070	2021	CANBY FINANCIAL ADVISORS, LLC 401(K) P/S PLAN - Plan #001	12 / 12	$2,558,600 / $3,281,070
2020	Plan NameCANBY FINANCIAL ADVISORS, LLC 401(K) P/S PLAN Plan #001 Participants BOY/EOY10 / 12 Assets BOY/EOY$2,027,866 / $2,558,600	2020	CANBY FINANCIAL ADVISORS, LLC 401(K) P/S PLAN - Plan #001	10 / 12	$2,027,866 / $2,558,600
2019	Plan NameCANBY FINANCIAL ADVISORS, LLC 401(K) P/S PLAN Plan #001 Participants BOY/EOY12 / 10 Assets BOY/EOY$1,674,230 / $2,027,866	2019	CANBY FINANCIAL ADVISORS, LLC 401(K) P/S PLAN - Plan #001	12 / 10	$1,674,230 / $2,027,866