Srq Wealth Management, LLC

Form 5500

SRQ WEALTH MANAGEMENT

1 N Tuttle Ave STE 1, Sarasota, FL 34237 (941) 556-9004 EIN:27-3442725 Plan Admin:Karin Grablin

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameSRQ WEALTH MANAGEMENT 401(K) P/S PLAN Plan #001 Participants BOY/EOY6 / 7 Assets BOY/EOY$981,401 / $988,583	2023	SRQ WEALTH MANAGEMENT 401(K) P/S PLAN - Plan #001	6 / 7	$981,401 / $988,583
2022	Plan NameSRQ WEALTH MANAGEMENT 401(K) P/S PLAN Plan #001 Participants BOY/EOY5 / 6 Assets BOY/EOY$1,116,535 / $981,401	2022	SRQ WEALTH MANAGEMENT 401(K) P/S PLAN - Plan #001	5 / 6	$1,116,535 / $981,401
2021	Plan NameSRQ WEALTH MANAGEMENT 401(K) P/S PLAN Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$894,018 / $1,116,535	2021	SRQ WEALTH MANAGEMENT 401(K) P/S PLAN - Plan #001	4 / 5	$894,018 / $1,116,535
2020	Plan NameSRQ WEALTH MANAGEMENT 401(K) P/S PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$689,012 / $894,018	2020	SRQ WEALTH MANAGEMENT 401(K) P/S PLAN - Plan #001	4 / 4	$689,012 / $894,018
2019	Plan NameSRQ WEALTH MANAGEMENT 401(K) P/S PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$500,475 / $689,012	2019	SRQ WEALTH MANAGEMENT 401(K) P/S PLAN - Plan #001	4 / 4	$500,475 / $689,012