Crestwood Advisors Group, LLC

Form 5500

CRESTWOOD ADVISORS GROUP, LLC

One Liberty Square, Suite 500, Boston, Ma 02109 (617) 523-8880 EIN:81-4446465 Plan Admin:Roy Treible

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameCRESTWOOD ADVISORS GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY56 / 63 Assets BOY/EOY$12,408,212 / $16,170,000	2023	CRESTWOOD ADVISORS GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001	56 / 63	$12,408,212 / $16,170,000
2022	Plan NameCRESTWOOD ADVISORS GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY43 / 48 Assets BOY/EOY$13,150,750 / $12,408,212	2022	CRESTWOOD ADVISORS GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001	43 / 48	$13,150,750 / $12,408,212
2021	Plan NameCRESTWOOD ADVISORS GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY40 / 43 Assets BOY/EOY$10,810,204 / $13,150,750	2021	CRESTWOOD ADVISORS GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001	40 / 43	$10,810,204 / $13,150,750
2020	Plan NameCRESTWOOD ADVISORS GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY35 / 40 Assets BOY/EOY$8,063,622 / $10,810,204	2020	CRESTWOOD ADVISORS GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001	35 / 40	$8,063,622 / $10,810,204
2019	Plan NameCRESTWOOD ADVISORS GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY35 / 35 Assets BOY/EOY$5,646,257 / $8,063,622	2019	CRESTWOOD ADVISORS GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001	35 / 35	$5,646,257 / $8,063,622