Hearn Wealth Management Company

Form 5500

HEARN WEALTH MANAGEMENT COMPANY

16501 Northcross Dr Suite D, Huntersville, Nc 28078 (704) 562-0924 EIN:20-8873700 Plan Admin:Guideline, Inc.

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2024	Plan NameHEARN WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY2 / 0 Assets BOY/EOY$360,870 / $0	2024	HEARN WEALTH MANAGEMENT 401(K) PLAN - Plan #001	2 / 0	$360,870 / $0
2023	Plan NameHEARN WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY4 / 2 Assets BOY/EOY$248,699 / $360,870	2023	HEARN WEALTH MANAGEMENT 401(K) PLAN - Plan #001	4 / 2	$248,699 / $360,870
2022	Plan NameHEARN WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$208,601 / $248,699	2022	HEARN WEALTH MANAGEMENT 401(K) PLAN - Plan #001	4 / 4	$208,601 / $248,699
2021	Plan NameHEARN WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$135,668 / $208,601	2021	HEARN WEALTH MANAGEMENT 401(K) PLAN - Plan #001	4 / 4	$135,668 / $208,601
2020	Plan NameHEARN WEALTH MANAGEMENT COMPANY 401(K) P/S PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$61,030 / $135,668	2020	HEARN WEALTH MANAGEMENT COMPANY 401(K) P/S PLAN - Plan #001	4 / 4	$61,030 / $135,668
2019	Plan NameHEARN WEALTH MANAGEMENT COMPANY 401(K) P/S PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$0 / $61,030	2019	HEARN WEALTH MANAGEMENT COMPANY 401(K) P/S PLAN - Plan #001	4 / 4	$0 / $61,030