Ampersand Leadership Group, LLC

Form 5500

AMPERSAND LEADERSHIP GROUP, LLC

3017 Bolling Way Ne, Atlanta, Ga 30305 (770) 788-6450 EIN:27-2662071 Plan Admin:Kerry Jones

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameAMPERSAND LEADERSHIP GROUP 401(K) P/S PLAN Plan #001 Participants BOY/EOY12 / 14 Assets BOY/EOY$1,980,401 / $1,968,628	2022	AMPERSAND LEADERSHIP GROUP 401(K) P/S PLAN - Plan #001	12 / 14	$1,980,401 / $1,968,628
2022	Plan NameAMPERSAND LEADERSHIP GROUP, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY7 / 7 Assets BOY/EOY$1,710,186 / $1,710,636	2022	AMPERSAND LEADERSHIP GROUP, LLC CASH BALANCE PLAN - Plan #002	7 / 7	$1,710,186 / $1,710,636
2021	Plan NameAMPERSAND LEADERSHIP GROUP 401(K) P/S PLAN Plan #001 Participants BOY/EOY9 / 13 Assets BOY/EOY$1,592,986 / $1,980,401	2021	AMPERSAND LEADERSHIP GROUP 401(K) P/S PLAN - Plan #001	9 / 13	$1,592,986 / $1,980,401
2021	Plan NameAMPERSAND LEADERSHIP GROUP, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY7 / 7 Assets BOY/EOY$1,139,245 / $1,710,186	2021	AMPERSAND LEADERSHIP GROUP, LLC CASH BALANCE PLAN - Plan #002	7 / 7	$1,139,245 / $1,710,186
2020	Plan NameAMPERSAND LEADERSHIP GROUP 401(K) P/S PLAN Plan #001 Participants BOY/EOY7 / 10 Assets BOY/EOY$1,238,179 / $1,592,986	2020	AMPERSAND LEADERSHIP GROUP 401(K) P/S PLAN - Plan #001	7 / 10	$1,238,179 / $1,592,986
2020	Plan NameAMPERSAND LEADERSHIP GROUP, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY6 / 6 Assets BOY/EOY$1,102,267 / $1,139,245	2020	AMPERSAND LEADERSHIP GROUP, LLC CASH BALANCE PLAN - Plan #002	6 / 6	$1,102,267 / $1,139,245
2019	Plan NameAMPERSAND LEADERSHIP GROUP, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY5 / 5 Assets BOY/EOY$672,990 / $1,102,267	2019	AMPERSAND LEADERSHIP GROUP, LLC CASH BALANCE PLAN - Plan #002	5 / 5	$672,990 / $1,102,267