Mackeson Advisory, LLC

Form 5500

MACKESON ADVISORY, LLC

777 SW Mill View Way, Suite 200, Bend, Or 97702 (541) 323-6300 EIN:82-5372876 Plan Admin:Tyler Mackeson

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameMACKESON ADVISORY 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$1,461,760 / $1,902,463	2023	MACKESON ADVISORY 401(K) PROFIT SHARING PLAN - Plan #001	7 / 7	$1,461,760 / $1,902,463
2022	Plan NameMACKESON ADVISORY 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$1,903,887 / $1,461,760	2022	MACKESON ADVISORY 401(K) PROFIT SHARING PLAN - Plan #001	6 / 6	$1,903,887 / $1,461,760
2021	Plan NameMACKESON ADVISORY 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 6 Assets BOY/EOY$1,479,833 / $1,903,887	2021	MACKESON ADVISORY 401(K) PROFIT SHARING PLAN - Plan #001	5 / 6	$1,479,833 / $1,903,887
2020	Plan NameMACKESON ADVISORY 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$869,179 / $1,479,833	2020	MACKESON ADVISORY 401(K) PROFIT SHARING PLAN - Plan #001	4 / 5	$869,179 / $1,479,833
2019	Plan NameMACKESON ADVISORY 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$609,634 / $869,179	2019	MACKESON ADVISORY 401(K) PROFIT SHARING PLAN - Plan #001	4 / 4	$609,634 / $869,179