Wallace Advisory Group LLC

Form 5500

WALLACE ADVISORY GROUP, LLC

3658 Mt. Diablo Blvd #225, Lafayette, Ca 94549 (925) 284-6880 EIN:47-4712590 Plan Admin:Joseph Wallace

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameWALLACE ADVISORY GROUP, LLC 401(K) SAVINGS PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$211,027 / $241,736	2023	WALLACE ADVISORY GROUP, LLC 401(K) SAVINGS PLAN - Plan #001	3 / 3	$211,027 / $241,736
2022	Plan NameWALLACE ADVISORY GROUP, LLC 401(K) SAVINGS PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$183,011 / $211,027	2022	WALLACE ADVISORY GROUP, LLC 401(K) SAVINGS PLAN - Plan #001	2 / 2	$183,011 / $211,027
2021	Plan NameWALLACE ADVISORY GROUP, LLC 401(K) SAVINGS PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$178,453 / $183,011	2021	WALLACE ADVISORY GROUP, LLC 401(K) SAVINGS PLAN - Plan #001	2 / 2	$178,453 / $183,011
2020	Plan NameWALLACE ADVISORY GROUP, LLC 401(K) SAVINGS PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$70,766 / $178,453	2020	WALLACE ADVISORY GROUP, LLC 401(K) SAVINGS PLAN - Plan #001	2 / 2	$70,766 / $178,453
2019	Plan NameWALLACE ADVISORY GROUP, LLC 401(K) SAVINGS PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$30,860 / $70,766	2019	WALLACE ADVISORY GROUP, LLC 401(K) SAVINGS PLAN - Plan #001	2 / 2	$30,860 / $70,766