Saxony Partners, LLC

Form 5500

SAXONY PARTNERS LLC

12400 Coit Rd Suite 570, Dallas, Tx 75251 (469) 939-5451 EIN:45-0727713 Plan Admin:Jeff Wilson

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameSAXONY PARTNERS LLC 401(K) P/S PLAN Plan #001 Participants BOY/EOY90 / 94 Assets BOY/EOY$2,469,190 / $3,358,139	2023	SAXONY PARTNERS LLC 401(K) P/S PLAN - Plan #001	90 / 94	$2,469,190 / $3,358,139
2022	Plan NameSAXONY PARTNERS LLC 401(K) P/S PLAN Plan #001 Participants BOY/EOY98 / 89 Assets BOY/EOY$3,722,303 / $2,469,190	2022	SAXONY PARTNERS LLC 401(K) P/S PLAN - Plan #001	98 / 89	$3,722,303 / $2,469,190
2021	Plan NameSAXONY PARTNERS LLC 401(K) P/S PLAN Plan #001 Participants BOY/EOY79 / 97 Assets BOY/EOY$4,633,032 / $3,722,303	2021	SAXONY PARTNERS LLC 401(K) P/S PLAN - Plan #001	79 / 97	$4,633,032 / $3,722,303
2020	Plan NameSAXONY PARTNERS LLC 401(K) P/S PLAN Plan #001 Participants BOY/EOY82 / 77 Assets BOY/EOY$3,942,451 / $4,633,032	2020	SAXONY PARTNERS LLC 401(K) P/S PLAN - Plan #001	82 / 77	$3,942,451 / $4,633,032
2019	Plan NameSAXONY PARTNERS LLC 401(K) P/S PLAN Plan #001 Participants BOY/EOY70 / 84 Assets BOY/EOY$2,679,375 / $3,942,451	2019	SAXONY PARTNERS LLC 401(K) P/S PLAN - Plan #001	70 / 84	$2,679,375 / $3,942,451