Arbor Advisory Group, LLC

Form 5500

ARBOR ADVISORY GROUP, LLC

57 Greens Farms Road, Westport, Ct 06880 (203) 307-2250 EIN:46-3825525 Plan Admin:Samuel Levenson

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameARBOR ADVISORY GROUP, LLC CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY5 / 8 Assets BOY/EOY$907,203 / $1,108,478	2022	ARBOR ADVISORY GROUP, LLC CASH BALANCE PENSION PLAN - Plan #002	5 / 8	$907,203 / $1,108,478
2022	Plan NameARBOR ADVISORY GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY7 / 9 Assets BOY/EOY$561,264 / $646,337	2022	ARBOR ADVISORY GROUP, LLC 401(K) PLAN - Plan #001	7 / 9	$561,264 / $646,337
2021	Plan NameARBOR ADVISORY GROUP, LLC CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY4 / 5 Assets BOY/EOY$597,608 / $907,203	2021	ARBOR ADVISORY GROUP, LLC CASH BALANCE PENSION PLAN - Plan #002	4 / 5	$597,608 / $907,203
2021	Plan NameARBOR ADVISORY GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY4 / 6 Assets BOY/EOY$353,912 / $561,264	2021	ARBOR ADVISORY GROUP, LLC 401(K) PLAN - Plan #001	4 / 6	$353,912 / $561,264
2020	Plan NameARBOR ADVISORY GROUP, LLC CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$284,045 / $597,608	2020	ARBOR ADVISORY GROUP, LLC CASH BALANCE PENSION PLAN - Plan #002	4 / 4	$284,045 / $597,608
2020	Plan NameARBOR ADVISORY GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$140,105 / $353,912	2020	ARBOR ADVISORY GROUP, LLC 401(K) PLAN - Plan #001	4 / 4	$140,105 / $353,912
2019	Plan NameARBOR ADVISORY GROUP, LLC CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY0 / 4 Assets BOY/EOY$0 / $284,045	2019	ARBOR ADVISORY GROUP, LLC CASH BALANCE PENSION PLAN - Plan #002	0 / 4	$0 / $284,045
2019	Plan NameARBOR ADVISORY GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$0 / $140,105	2019	ARBOR ADVISORY GROUP, LLC 401(K) PLAN - Plan #001	4 / 4	$0 / $140,105