Brian K. Adams and Associates, Inc.

Form 5500

BRIAN K. ADAMS & ASSOCIATES, INC.

244 W. Water Street, Suite 200, Elmira, Ny 14901 (607) 732-3050 EIN:16-1446727 Plan Admin:Todd C. Adams

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameBRIAN K. ADAMS & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY42 / 45 Assets BOY/EOY$3,959,807 / $4,478,647	2023	BRIAN K. ADAMS & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN - Plan #001	42 / 45	$3,959,807 / $4,478,647
2022	Plan NameBRIAN K. ADAMS & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY49 / 42 Assets BOY/EOY$4,725,802 / $3,959,807	2022	BRIAN K. ADAMS & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN - Plan #001	49 / 42	$4,725,802 / $3,959,807
2021	Plan NameBRIAN K. ADAMS & ASSOCIATES 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY46 / 49 Assets BOY/EOY$3,785,907 / $4,725,802	2021	BRIAN K. ADAMS & ASSOCIATES 401(K) PROFIT SHARING PLAN - Plan #001	46 / 49	$3,785,907 / $4,725,802
2020	Plan NameBRIAN K. ADAMS & ASSOCIATES 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY45 / 45 Assets BOY/EOY$3,012,870 / $3,785,907	2020	BRIAN K. ADAMS & ASSOCIATES 401(K) PROFIT SHARING PLAN - Plan #001	45 / 45	$3,012,870 / $3,785,907
2019	Plan NameBRIAN K. ADAMS & ASSOCIATES 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY50 / 45 Assets BOY/EOY$2,312,684 / $3,012,870	2019	BRIAN K. ADAMS & ASSOCIATES 401(K) PROFIT SHARING PLAN - Plan #001	50 / 45	$2,312,684 / $3,012,870