Emerald Wealth Management, LLC

Form 5500

EMERALD WEALTH MANAGEMENT, LLC

900 Circle 75 Parkway Suite 1245, Atlanta, Ga 30339 (678) 766-0166 EIN:65-1303628 Plan Admin:Nadia Faulk

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameEMERALD WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 3 Assets BOY/EOY$886,427 / $762,369	2022	EMERALD WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN - Plan #001	4 / 3	$886,427 / $762,369
2022	Plan NameEMERALD WEALTH MANAGEMENT, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY3 / 0 Assets BOY/EOY$359,383 / $0	2022	EMERALD WEALTH MANAGEMENT, LLC CASH BALANCE PLAN - Plan #002	3 / 0	$359,383 / $0
2021	Plan NameEMERALD WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$797,953 / $886,427	2021	EMERALD WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN - Plan #001	4 / 4	$797,953 / $886,427
2021	Plan NameEMERALD WEALTH MANAGEMENT, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$195,159 / $359,383	2021	EMERALD WEALTH MANAGEMENT, LLC CASH BALANCE PLAN - Plan #002	3 / 3	$195,159 / $359,383
2020	Plan NameEMERALD WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$709,013 / $797,953	2020	EMERALD WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN - Plan #001	4 / 4	$709,013 / $797,953
2019	Plan NameEMERALD WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 4 Assets BOY/EOY$523,664 / $709,013	2019	EMERALD WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN - Plan #001	5 / 4	$523,664 / $709,013
2019	Plan NameEMERALD WEALTH MANAGEMENT, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$62,000 / $126,056	2019	EMERALD WEALTH MANAGEMENT, LLC CASH BALANCE PLAN - Plan #002	4 / 4	$62,000 / $126,056