Sorensen Tax Advisory Group, Inc.

Form 5500

SORENSEN TAX ADVISORY GROUP, INC

1515 Buenos Aires Blvd, Lady Lake, FL 32159 (352) 750-1637 EIN:83-0361783 Plan Admin:Mark Sorensen

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameSORENSEN TAX ADVISORY GROUP, INC 401(K) Plan #001 Participants BOY/EOY13 / 14 Assets BOY/EOY$2,645,758 / $3,760,148	2023	SORENSEN TAX ADVISORY GROUP, INC 401(K) - Plan #001	13 / 14	$2,645,758 / $3,760,148
2022	Plan NameSORENSEN TAX ADVISORY GROUP, INC 401(K) Plan #001 Participants BOY/EOY12 / 13 Assets BOY/EOY$4,063,771 / $2,645,758	2022	SORENSEN TAX ADVISORY GROUP, INC 401(K) - Plan #001	12 / 13	$4,063,771 / $2,645,758
2021	Plan NameSORENSEN TAX ADVISORY GROUP, INC 401(K) Plan #001 Participants BOY/EOY12 / 11 Assets BOY/EOY$3,526,041 / $4,063,771	2021	SORENSEN TAX ADVISORY GROUP, INC 401(K) - Plan #001	12 / 11	$3,526,041 / $4,063,771
2020	Plan NameSORENSEN TAX ADVISORY GROUP, INC 401(K) Plan #001 Participants BOY/EOY11 / 11 Assets BOY/EOY$2,530,185 / $3,526,041	2020	SORENSEN TAX ADVISORY GROUP, INC 401(K) - Plan #001	11 / 11	$2,530,185 / $3,526,041
2019	Plan NameSORENSEN TAX ADVISORY GROUP, INC 401(K) Plan #001 Participants BOY/EOY9 / 10 Assets BOY/EOY$1,880,892 / $2,530,185	2019	SORENSEN TAX ADVISORY GROUP, INC 401(K) - Plan #001	9 / 10	$1,880,892 / $2,530,185