Ptolemy Advisory, LLC

Form 5500

PTOLEMY ADVISORY LLC

1250 Prospect Street # 200, La Jolla, Ca 92037 (858) 246-6617 EIN:32-0275533 Plan Admin:Chris Horne

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NamePTOLEMY ADVISORY LLC 401(K) PLAN Plan #001 Participants BOY/EOY18 / 19 Assets BOY/EOY$1,717,984 / $2,206,438	2023	PTOLEMY ADVISORY LLC 401(K) PLAN - Plan #001	18 / 19	$1,717,984 / $2,206,438
2022	Plan NamePTOLEMY ADVISORY LLC 401(K) PLAN Plan #001 Participants BOY/EOY21 / 18 Assets BOY/EOY$2,060,695 / $1,717,984	2022	PTOLEMY ADVISORY LLC 401(K) PLAN - Plan #001	21 / 18	$2,060,695 / $1,717,984
2021	Plan NamePTOLEMY ADVISORY LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY23 / 21 Assets BOY/EOY$1,612,011 / $2,060,695	2021	PTOLEMY ADVISORY LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	23 / 21	$1,612,011 / $2,060,695
2020	Plan NamePTOLEMY ADVISORY LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY18 / 23 Assets BOY/EOY$1,326,015 / $1,612,011	2020	PTOLEMY ADVISORY LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	18 / 23	$1,326,015 / $1,612,011
2019	Plan NamePTOLEMY ADVISORY LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY13 / 17 Assets BOY/EOY$964,838 / $1,326,015	2019	PTOLEMY ADVISORY LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	13 / 17	$964,838 / $1,326,015