Pugliese Associates

Form 5500

PUGLIESE ASSOCIATES, INC.

2205 Strawberry Square, Harrisburg, Pa 17101 (717) 238-9078 EIN:25-1720631 Plan Admin:Rocco Pugliese

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NamePUGLIESE ASSOCIATES, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY9 / 9 Assets BOY/EOY$2,065,455 / $2,079,196	2022	PUGLIESE ASSOCIATES, INC. CASH BALANCE PLAN - Plan #002	9 / 9	$2,065,455 / $2,079,196
2022	Plan NamePUGLIESE ASSOCIATES, INC. 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY14 / 15 Assets BOY/EOY$0 / $0	2022	PUGLIESE ASSOCIATES, INC. 401(K) RETIREMENT PLAN - Plan #001	14 / 15	$0 / $0
2021	Plan NamePUGLIESE ASSOCIATES, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY10 / 9 Assets BOY/EOY$1,837,129 / $2,065,455	2021	PUGLIESE ASSOCIATES, INC. CASH BALANCE PLAN - Plan #002	10 / 9	$1,837,129 / $2,065,455
2021	Plan NamePUGLIESE ASSOCIATES, INC. 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY14 / 14 Assets BOY/EOY$0 / $0	2021	PUGLIESE ASSOCIATES, INC. 401(K) RETIREMENT PLAN - Plan #001	14 / 14	$0 / $0
2020	Plan NamePUGLIESE ASSOCIATES, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY11 / 10 Assets BOY/EOY$1,559,020 / $1,837,129	2020	PUGLIESE ASSOCIATES, INC. CASH BALANCE PLAN - Plan #002	11 / 10	$1,559,020 / $1,837,129
2020	Plan NamePUGLIESE ASSOCIATES, INC. 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY14 / 14 Assets BOY/EOY$0 / $0	2020	PUGLIESE ASSOCIATES, INC. 401(K) RETIREMENT PLAN - Plan #001	14 / 14	$0 / $0
2019	Plan NamePUGLIESE ASSOCIATES, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY10 / 9 Assets BOY/EOY$1,233,061 / $1,559,020	2019	PUGLIESE ASSOCIATES, INC. CASH BALANCE PLAN - Plan #002	10 / 9	$1,233,061 / $1,559,020
2019	Plan NamePUGLIESE ASSOCIATES, INC. 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY12 / 14 Assets BOY/EOY$0 / $0	2019	PUGLIESE ASSOCIATES, INC. 401(K) RETIREMENT PLAN - Plan #001	12 / 14	$0 / $0