Circle Wealth Management, LLC

Form 5500

CIRCLE WEALTH MANAGEMENT, LLC

47 Maple Street Suite 201, Summit, Nj 07901 (908) 206-1306 EIN:20-8168874 Plan Admin:Kristen Breault

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameCIRCLE WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY19 / 19 Assets BOY/EOY$2,565,570 / $2,471,159	2022	CIRCLE WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001	19 / 19	$2,565,570 / $2,471,159
2022	Plan NameCIRCLE WEALTH MANAGEMENT, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY7 / 7 Assets BOY/EOY$763,236 / $780,076	2022	CIRCLE WEALTH MANAGEMENT, LLC CASH BALANCE PLAN - Plan #002	7 / 7	$763,236 / $780,076
2021	Plan NameCIRCLE WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY18 / 19 Assets BOY/EOY$1,780,800 / $2,565,570	2021	CIRCLE WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001	18 / 19	$1,780,800 / $2,565,570
2021	Plan NameCIRCLE WEALTH MANAGEMENT, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY6 / 7 Assets BOY/EOY$591,111 / $763,236	2021	CIRCLE WEALTH MANAGEMENT, LLC CASH BALANCE PLAN - Plan #002	6 / 7	$591,111 / $763,236
2020	Plan NameCIRCLE WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY16 / 18 Assets BOY/EOY$1,248,298 / $1,780,800	2020	CIRCLE WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001	16 / 18	$1,248,298 / $1,780,800
2020	Plan NameCIRCLE WEALTH MANAGEMENT, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY6 / 6 Assets BOY/EOY$468,090 / $591,111	2020	CIRCLE WEALTH MANAGEMENT, LLC CASH BALANCE PLAN - Plan #002	6 / 6	$468,090 / $591,111
2019	Plan NameCIRCLE WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY15 / 16 Assets BOY/EOY$768,681 / $1,248,298	2019	CIRCLE WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001	15 / 16	$768,681 / $1,248,298
2019	Plan NameCIRCLE WEALTH MANAGEMENT, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY5 / 6 Assets BOY/EOY$332,465 / $468,090	2019	CIRCLE WEALTH MANAGEMENT, LLC CASH BALANCE PLAN - Plan #002	5 / 6	$332,465 / $468,090