Sard Wealth Management Group, LLC

Form 5500

SARD WEALTH MANAGEMENT GROUP, LLC

5607 Glenridge Drive NE Suite 275, Atlanta, Ga 30342 (404) 843-4483 EIN:90-0956053 Plan Admin:Jonathan Sard

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameSARD WEALTH MANAGEMENT GROUP, LLC 401(K) P/S PLAN Plan #001 Participants BOY/EOY3 / 4 Assets BOY/EOY$1,447,651 / $1,491,824	2023	SARD WEALTH MANAGEMENT GROUP, LLC 401(K) P/S PLAN - Plan #001	3 / 4	$1,447,651 / $1,491,824
2022	Plan NameSARD WEALTH MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,644,709 / $1,447,651	2022	SARD WEALTH MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN - Plan #001	3 / 3	$1,644,709 / $1,447,651
2021	Plan NameSARD WEALTH MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,394,167 / $1,644,709	2021	SARD WEALTH MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN - Plan #001	3 / 3	$1,394,167 / $1,644,709
2020	Plan NameSARD WEALTH MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,094,736 / $1,394,167	2020	SARD WEALTH MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN - Plan #001	3 / 3	$1,094,736 / $1,394,167
2019	Plan NameSARD WEALTH MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$846,908 / $1,094,736	2019	SARD WEALTH MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN - Plan #001	3 / 3	$846,908 / $1,094,736