Burwood Group, Inc.

Form 5500

BURWOOD GROUP, INC.

125 S Wacker Dr Suite 2950, Chicago, Il 60606 (312) 327-4600 EIN:36-4180073 Plan Admin:Mark Theoharous

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameBURWOOD GROUP, INC. WRAP PLAN Plan #502 Participants BOY/EOY211 / 0 Assets BOY/EOY$0 / $0	2023	BURWOOD GROUP, INC. WRAP PLAN - Plan #502	211 / 0	$0 / $0
2022	Plan NameBURWOOD GROUP, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY289 / 287 Assets BOY/EOY$26,162,958 / $18,900,244	2022	BURWOOD GROUP, INC. 401(K) PROFIT SHARING PLAN - Plan #001	289 / 287	$26,162,958 / $18,900,244
2022	Plan NameBURWOOD GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN Plan #002 Participants BOY/EOY202 / 225 Assets BOY/EOY$10,306,921 / $7,972,233	2022	BURWOOD GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN - Plan #002	202 / 225	$10,306,921 / $7,972,233
2022	Plan NameBURWOOD GROUP, INC. WRAP PLAN Plan #502 Participants BOY/EOY215 / 0 Assets BOY/EOY$0 / $0	2022	BURWOOD GROUP, INC. WRAP PLAN - Plan #502	215 / 0	$0 / $0
2021	Plan NameBURWOOD GROUP, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY295 / 285 Assets BOY/EOY$24,101,526 / $26,162,958	2021	BURWOOD GROUP, INC. 401(K) PROFIT SHARING PLAN - Plan #001	295 / 285	$24,101,526 / $26,162,958
2021	Plan NameBURWOOD GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN Plan #002 Participants BOY/EOY230 / 202 Assets BOY/EOY$4,599,446 / $10,306,921	2021	BURWOOD GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN - Plan #002	230 / 202	$4,599,446 / $10,306,921
2021	Plan NameBURWOOD GROUP, INC. WRAP PLAN Plan #502 Participants BOY/EOY193 / 0 Assets BOY/EOY$0 / $0	2021	BURWOOD GROUP, INC. WRAP PLAN - Plan #502	193 / 0	$0 / $0
2020	Plan NameBURWOOD GROUP, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY326 / 294 Assets BOY/EOY$19,695,829 / $24,101,526	2020	BURWOOD GROUP, INC. 401(K) PROFIT SHARING PLAN - Plan #001	326 / 294	$19,695,829 / $24,101,526
2020	Plan NameBURWOOD GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN Plan #002 Participants BOY/EOY221 / 230 Assets BOY/EOY$2,462,969 / $4,599,446	2020	BURWOOD GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN - Plan #002	221 / 230	$2,462,969 / $4,599,446
2020	Plan NameBURWOOD GROUP, INC. WRAP PLAN Plan #502 Participants BOY/EOY228 / 0 Assets BOY/EOY$0 / $0	2020	BURWOOD GROUP, INC. WRAP PLAN - Plan #502	228 / 0	$0 / $0
2019	Plan NameBURWOOD GROUP, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY290 / 323 Assets BOY/EOY$14,938,941 / $19,695,829	2019	BURWOOD GROUP, INC. 401(K) PROFIT SHARING PLAN - Plan #001	290 / 323	$14,938,941 / $19,695,829
2019	Plan NameBURWOOD GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN Plan #002 Participants BOY/EOY207 / 221 Assets BOY/EOY$1,740,132 / $2,462,969	2019	BURWOOD GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN - Plan #002	207 / 221	$1,740,132 / $2,462,969
2019	Plan NameBURWOOD GROUP, INC. WRAP PLAN Plan #502 Participants BOY/EOY182 / 0 Assets BOY/EOY$0 / $0	2019	BURWOOD GROUP, INC. WRAP PLAN - Plan #502	182 / 0	$0 / $0