Sockwell Partners, Inc.

Form 5500

SOCKWELL PARTNERS, INC.

800 East Boulevard, Suite 200, Charlotte, Nc 28203 (704) 372-1865 EIN:56-1346962 Plan Admin:Scottie Trapp

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameSOCKWELL PARTNERS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY12 / 13 Assets BOY/EOY$6,837,860 / $7,729,472	2023	SOCKWELL PARTNERS, INC. 401(K) PROFIT SHARING PLAN - Plan #001	12 / 13	$6,837,860 / $7,729,472
2022	Plan NameSOCKWELL PARTNERS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY12 / 11 Assets BOY/EOY$8,107,151 / $6,837,860	2022	SOCKWELL PARTNERS, INC. 401(K) PROFIT SHARING PLAN - Plan #001	12 / 11	$8,107,151 / $6,837,860
2021	Plan NameSOCKWELL PARTNERS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY15 / 11 Assets BOY/EOY$7,253,184 / $8,107,151	2021	SOCKWELL PARTNERS, INC. 401(K) PROFIT SHARING PLAN - Plan #001	15 / 11	$7,253,184 / $8,107,151
2020	Plan NameSOCKWELL PARTNERS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY14 / 15 Assets BOY/EOY$6,920,961 / $7,253,184	2020	SOCKWELL PARTNERS, INC. 401(K) PROFIT SHARING PLAN - Plan #001	14 / 15	$6,920,961 / $7,253,184
2019	Plan NameSOCKWELL PARTNERS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY14 / 12 Assets BOY/EOY$5,700,895 / $6,920,961	2019	SOCKWELL PARTNERS, INC. 401(K) PROFIT SHARING PLAN - Plan #001	14 / 12	$5,700,895 / $6,920,961