Meridian Wealth Management, LLC

Form 5500

MERIDIAN WEALTH MANAGEMENT, LLC

100 W. Main Street, Suite 450, Lexington, Ky 40507 (859) 543-4516 EIN:27-0846572 Plan Admin:Greg Couch

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameMERIDIAN WEALTH MANAGEMENT, LLC CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY8 / 11 Assets BOY/EOY$433,726 / $412,493	2022	MERIDIAN WEALTH MANAGEMENT, LLC CASH BALANCE PENSION PLAN - Plan #002	8 / 11	$433,726 / $412,493
2022	Plan NameMERIDIAN WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY8 / 11 Assets BOY/EOY$507,955 / $404,387	2022	MERIDIAN WEALTH MANAGEMENT 401(K) PLAN - Plan #001	8 / 11	$507,955 / $404,387
2021	Plan NameMERIDIAN WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY6 / 8 Assets BOY/EOY$338,558 / $507,955	2021	MERIDIAN WEALTH MANAGEMENT 401(K) PLAN - Plan #001	6 / 8	$338,558 / $507,955
2021	Plan NameMERIDIAN WEALTH MANAGEMENT, LLC CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY6 / 7 Assets BOY/EOY$269,269 / $433,726	2021	MERIDIAN WEALTH MANAGEMENT, LLC CASH BALANCE PENSION PLAN - Plan #002	6 / 7	$269,269 / $433,726
2020	Plan NameMERIDIAN WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$327,704 / $338,558	2020	MERIDIAN WEALTH MANAGEMENT 401(K) PLAN - Plan #001	6 / 6	$327,704 / $338,558
2020	Plan NameMERIDIAN WEALTH MANAGEMENT, LLC CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY6 / 6 Assets BOY/EOY$100,296 / $269,269	2020	MERIDIAN WEALTH MANAGEMENT, LLC CASH BALANCE PENSION PLAN - Plan #002	6 / 6	$100,296 / $269,269
2019	Plan NameMERIDIAN WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$225,774 / $327,704	2019	MERIDIAN WEALTH MANAGEMENT 401(K) PLAN - Plan #001	6 / 6	$225,774 / $327,704
2019	Plan NameMERIDIAN WEALTH MANAGEMENT, LLC CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY6 / 6 Assets BOY/EOY$0 / $100,296	2019	MERIDIAN WEALTH MANAGEMENT, LLC CASH BALANCE PENSION PLAN - Plan #002	6 / 6	$0 / $100,296