R.L. Davidson, Inc.

Form 5500

R.L. DAVIDSON, INC.

415 Park Creek Drive, Clovis, Ca 93611 (559) 435-3303 EIN:77-0195139 Plan Admin:Claire Davidson

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameR.L. DAVIDSON, INC. 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY10 / 10 Assets BOY/EOY$1,372,079 / $1,662,250	2023	R.L. DAVIDSON, INC. 401K PROFIT SHARING PLAN - Plan #001	10 / 10	$1,372,079 / $1,662,250
2022	Plan NameR.L. DAVIDSON, INC. 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY12 / 10 Assets BOY/EOY$1,315,020 / $1,372,079	2022	R.L. DAVIDSON, INC. 401K PROFIT SHARING PLAN - Plan #001	12 / 10	$1,315,020 / $1,372,079
2021	Plan NameR.L. DAVIDSON, INC. 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY12 / 12 Assets BOY/EOY$1,155,424 / $1,315,020	2021	R.L. DAVIDSON, INC. 401K PROFIT SHARING PLAN - Plan #001	12 / 12	$1,155,424 / $1,315,020
2020	Plan NameR.L. DAVIDSON, INC. 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY8 / 10 Assets BOY/EOY$946,720 / $1,155,424	2020	R.L. DAVIDSON, INC. 401K PROFIT SHARING PLAN - Plan #001	8 / 10	$946,720 / $1,155,424
2019	Plan NameR.L. DAVIDSON, INC. 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$649,232 / $946,720	2019	R.L. DAVIDSON, INC. 401K PROFIT SHARING PLAN - Plan #001	8 / 8	$649,232 / $946,720