Blue Heron Asset Management, LLC

Form 5500

BLUE HERON ASSET MANAGEMENT, LLC

1111 Haynes ST STE 203, Raleigh, Nc 27604 (919) 489-8656 EIN:45-3143777 Plan Admin:Deborah Jones

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameBLUE HERON ASSET MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY11 / 13 Assets BOY/EOY$902,521 / $1,303,054	2023	BLUE HERON ASSET MANAGEMENT 401(K) PLAN - Plan #001	11 / 13	$902,521 / $1,303,054
2022	Plan NameBLUE HERON ASSET MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY11 / 12 Assets BOY/EOY$832,859 / $902,521	2022	BLUE HERON ASSET MANAGEMENT 401(K) PLAN - Plan #001	11 / 12	$832,859 / $902,521
2021	Plan NameBLUE HERON ASSET MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY9 / 11 Assets BOY/EOY$488,100 / $832,859	2021	BLUE HERON ASSET MANAGEMENT 401(K) PLAN - Plan #001	9 / 11	$488,100 / $832,859
2020	Plan NameBLUE HERON ASSET MANAGEMENT 401(K) Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$260,707 / $488,100	2020	BLUE HERON ASSET MANAGEMENT 401(K) - Plan #001	9 / 9	$260,707 / $488,100
2019	Plan NameBLUE HERON ASSET MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$70,063 / $260,707	2019	BLUE HERON ASSET MANAGEMENT 401(K) PLAN - Plan #001	9 / 9	$70,063 / $260,707