Trevian Wealth Management, LLC

Form 5500

TREVIAN WEALTH MANAGEMENT, LLC

18 Page Road, Weston, Ma 02493 (603) 641-5229 EIN:47-2843973 Plan Admin:Philip Swisher

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameTREVIAN WEALTH PENSION PLAN Plan #002 Participants BOY/EOY3 / 4 Assets BOY/EOY$749,287 / $746,028	2022	TREVIAN WEALTH PENSION PLAN - Plan #002	3 / 4	$749,287 / $746,028
2022	Plan NameTREVIAN WEALTH 401(K) PLAN Plan #001 Participants BOY/EOY3 / 4 Assets BOY/EOY$363,946 / $355,394	2022	TREVIAN WEALTH 401(K) PLAN - Plan #001	3 / 4	$363,946 / $355,394
2021	Plan NameTREVIAN WEALTH PENSION PLAN Plan #002 Participants BOY/EOY2 / 3 Assets BOY/EOY$562,077 / $749,287	2021	TREVIAN WEALTH PENSION PLAN - Plan #002	2 / 3	$562,077 / $749,287
2021	Plan NameTREVIAN WEALTH 401(K) PLAN Plan #001 Participants BOY/EOY2 / 3 Assets BOY/EOY$236,535 / $363,946	2021	TREVIAN WEALTH 401(K) PLAN - Plan #001	2 / 3	$236,535 / $363,946
2020	Plan NameTREVIAN WEALTH PENSION PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$333,832 / $562,077	2020	TREVIAN WEALTH PENSION PLAN - Plan #002	2 / 2	$333,832 / $562,077
2020	Plan NameTREVIAN WEALTH 401(K) PLAN Plan #001 Participants BOY/EOY3 / 2 Assets BOY/EOY$143,256 / $236,535	2020	TREVIAN WEALTH 401(K) PLAN - Plan #001	3 / 2	$143,256 / $236,535
2019	Plan NameTREVIAN WEALTH PENSION PLAN Plan #002 Participants BOY/EOY3 / 2 Assets BOY/EOY$186,734 / $333,832	2019	TREVIAN WEALTH PENSION PLAN - Plan #002	3 / 2	$186,734 / $333,832
2019	Plan NameTREVIAN WEALTH 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$67,846 / $143,256	2019	TREVIAN WEALTH 401(K) PLAN - Plan #001	3 / 3	$67,846 / $143,256