Ascential Wealth Advisors, LLC

Form 5500

ASCENTIAL WEALTH ADVISORS, LLC

11 E Superior Street Suite 500, Duluth, Mn 55802 (218) 336-2500 EIN:45-2888543 Plan Admin:Kristin Rognerud

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameASCENTIAL WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY11 / 11 Assets BOY/EOY$9,455,162 / $11,226,188	2023	ASCENTIAL WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN - Plan #001	11 / 11	$9,455,162 / $11,226,188
2023	Plan NameASCENTIAL WEALTH ADVISORS, LLC CASH BALANCE PLAN Plan #003 Participants BOY/EOY9 / 7 Assets BOY/EOY$292,164 / $405,988	2023	ASCENTIAL WEALTH ADVISORS, LLC CASH BALANCE PLAN - Plan #003	9 / 7	$292,164 / $405,988
2022	Plan NameASCENTIAL WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY10 / 11 Assets BOY/EOY$5,594,428 / $9,455,162	2022	ASCENTIAL WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN - Plan #001	10 / 11	$5,594,428 / $9,455,162
2022	Plan NameASCENTIAL WEALTH ADVISORS, LLC CASH BALANCE PLAN Plan #003 Participants BOY/EOY9 / 9 Assets BOY/EOY$0 / $292,164	2022	ASCENTIAL WEALTH ADVISORS, LLC CASH BALANCE PLAN - Plan #003	9 / 9	$0 / $292,164
2022	Plan NameASCENTIAL WEALTH ADVISORS, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY9 / 0 Assets BOY/EOY$4,762,029 / $0	2022	ASCENTIAL WEALTH ADVISORS, LLC CASH BALANCE PLAN - Plan #002	9 / 0	$4,762,029 / $0
2021	Plan NameASCENTIAL WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY9 / 10 Assets BOY/EOY$4,798,854 / $5,594,428	2021	ASCENTIAL WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN - Plan #001	9 / 10	$4,798,854 / $5,594,428
2021	Plan NameASCENTIAL WEALTH ADVISORS, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY9 / 9 Assets BOY/EOY$3,467,885 / $4,762,029	2021	ASCENTIAL WEALTH ADVISORS, LLC CASH BALANCE PLAN - Plan #002	9 / 9	$3,467,885 / $4,762,029
2020	Plan NameASCENTIAL WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$4,109,716 / $4,798,854	2020	ASCENTIAL WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN - Plan #001	9 / 9	$4,109,716 / $4,798,854
2020	Plan NameASCENTIAL WEALTH ADVISORS, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY8 / 9 Assets BOY/EOY$2,806,438 / $3,467,885	2020	ASCENTIAL WEALTH ADVISORS, LLC CASH BALANCE PLAN - Plan #002	8 / 9	$2,806,438 / $3,467,885
2019	Plan NameASCENTIAL WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY8 / 9 Assets BOY/EOY$2,567,344 / $4,109,716	2019	ASCENTIAL WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN - Plan #001	8 / 9	$2,567,344 / $4,109,716
2019	Plan NameASCENTIAL WEALTH ADVISORS, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY8 / 8 Assets BOY/EOY$2,115,559 / $2,806,438	2019	ASCENTIAL WEALTH ADVISORS, LLC CASH BALANCE PLAN - Plan #002	8 / 8	$2,115,559 / $2,806,438