Fox Financial, Inc.

Form 5500

FOX FINANCIAL, INC.

12 Commerce Drive, Wyomissing, Pa 19610 (610) 376-5981 EIN:46-1749673 Plan Admin:Kevin M. Fox

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameALLIANCE FINANCIAL 401(K) PLAN Plan #001 Participants BOY/EOY8 / 9 Assets BOY/EOY$1,657,012 / $2,390,373	2023	ALLIANCE FINANCIAL 401(K) PLAN - Plan #001	8 / 9	$1,657,012 / $2,390,373
2022	Plan NameALLIANCE FINANCIAL 401(K) PLAN Plan #001 Participants BOY/EOY7 / 8 Assets BOY/EOY$2,292,175 / $1,657,012	2022	ALLIANCE FINANCIAL 401(K) PLAN - Plan #001	7 / 8	$2,292,175 / $1,657,012
2021	Plan NameALLIANCE FINANCIAL 401(K) PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$1,382,721 / $2,292,175	2021	ALLIANCE FINANCIAL 401(K) PLAN - Plan #001	7 / 7	$1,382,721 / $2,292,175
2020	Plan NameALLIANCE FINANCIAL 401(K) PLAN Plan #001 Participants BOY/EOY4 / 7 Assets BOY/EOY$1,021,019 / $1,382,721	2020	ALLIANCE FINANCIAL 401(K) PLAN - Plan #001	4 / 7	$1,021,019 / $1,382,721
2019	Plan NameFOX FINANCIAL 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$789,945 / $1,021,019	2019	FOX FINANCIAL 401(K) PROFIT SHARING PLAN - Plan #001	4 / 4	$789,945 / $1,021,019