Poulton Associates, LLC

Form 5500

POULTON ASSOCIATES, LLC

3785 South 700 East, Salt Lake City, Ut 84106 (801) 268-2600 EIN:87-0474199 Plan Admin:Blake Poulton

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NamePOULTON ASSOCIATES 401(K) PLAN Plan #002 Participants BOY/EOY37 / 39 Assets BOY/EOY$4,259,999 / $5,119,705	2023	POULTON ASSOCIATES 401(K) PLAN - Plan #002	37 / 39	$4,259,999 / $5,119,705
2022	Plan NamePOULTON ASSOCIATES 401(K) PLAN Plan #002 Participants BOY/EOY36 / 34 Assets BOY/EOY$4,505,470 / $4,259,999	2022	POULTON ASSOCIATES 401(K) PLAN - Plan #002	36 / 34	$4,505,470 / $4,259,999
2021	Plan NamePOULTON ASSOCIATES 401(K) PLAN Plan #002 Participants BOY/EOY32 / 32 Assets BOY/EOY$2,704,445 / $4,505,470	2021	POULTON ASSOCIATES 401(K) PLAN - Plan #002	32 / 32	$2,704,445 / $4,505,470
2020	Plan NamePOULTON ASSOCIATES 401(K) PLAN Plan #002 Participants BOY/EOY27 / 32 Assets BOY/EOY$2,126,880 / $2,704,445	2020	POULTON ASSOCIATES 401(K) PLAN - Plan #002	27 / 32	$2,126,880 / $2,704,445
2019	Plan NamePOULTON ASSOCIATES 401(K) PLAN Plan #002 Participants BOY/EOY26 / 25 Assets BOY/EOY$1,696,108 / $2,126,880	2019	POULTON ASSOCIATES 401(K) PLAN - Plan #002	26 / 25	$1,696,108 / $2,126,880