Financial Symmetry, Inc.

Form 5500

FINANCIAL SYMMETRY, INC.

1511 Sunday Dr Suite 300, Raleigh, Nc 27607 (919) 674-3720 EIN:36-4452360 Plan Admin:Heather Gudac

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameFINANCIAL SYMMETRY 401(K) PLAN Plan #001 Participants BOY/EOY25 / 25 Assets BOY/EOY$3,843,236 / $3,739,764	2022	FINANCIAL SYMMETRY 401(K) PLAN - Plan #001	25 / 25	$3,843,236 / $3,739,764
2021	Plan NameFINANCIAL SYMMETRY 401(K) PLAN Plan #001 Participants BOY/EOY22 / 24 Assets BOY/EOY$2,855,159 / $3,843,236	2021	FINANCIAL SYMMETRY 401(K) PLAN - Plan #001	22 / 24	$2,855,159 / $3,843,236
2020	Plan NameFINANCIAL SYMMETRY 401(K) PLAN Plan #001 Participants BOY/EOY19 / 22 Assets BOY/EOY$2,111,570 / $2,855,159	2020	FINANCIAL SYMMETRY 401(K) PLAN - Plan #001	19 / 22	$2,111,570 / $2,855,159
2019	Plan NameFINANCIAL SYMMETRY 401(K) PLAN Plan #001 Participants BOY/EOY16 / 19 Assets BOY/EOY$1,381,324 / $2,111,570	2019	FINANCIAL SYMMETRY 401(K) PLAN - Plan #001	16 / 19	$1,381,324 / $2,111,570