Personal Wealth Advisory, LLC

Form 5500

PERSONAL WEALTH ADVISORY, LLC

630 Delp Road, Suite 100, Lancaster, Pa 17601 (717) 735-1170 EIN:13-4226075 Plan Admin:Christopher Miller

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NamePERSONAL WEALTH ADVISORY, LLC PROFIT SHARING & SAVINGS PLAN Plan #001 Participants BOY/EOY11 / 11 Assets BOY/EOY$2,566,488 / $3,154,323	2023	PERSONAL WEALTH ADVISORY, LLC PROFIT SHARING & SAVINGS PLAN - Plan #001	11 / 11	$2,566,488 / $3,154,323
2022	Plan NamePERSONAL WEALTH ADVISORY, LLC PROFIT SHARING & SAVINGS PLAN Plan #001 Participants BOY/EOY12 / 11 Assets BOY/EOY$3,887,093 / $2,566,488	2022	PERSONAL WEALTH ADVISORY, LLC PROFIT SHARING & SAVINGS PLAN - Plan #001	12 / 11	$3,887,093 / $2,566,488
2021	Plan NamePERSONAL WEALTH ADVISORY, LLC PROFIT SHARING & SAVINGS PLAN Plan #001 Participants BOY/EOY12 / 12 Assets BOY/EOY$3,349,903 / $3,887,093	2021	PERSONAL WEALTH ADVISORY, LLC PROFIT SHARING & SAVINGS PLAN - Plan #001	12 / 12	$3,349,903 / $3,887,093
2020	Plan NamePERSONAL WEALTH ADVISORY, LLC PROFIT SHARING & SAVINGS PLAN Plan #001 Participants BOY/EOY11 / 11 Assets BOY/EOY$2,817,256 / $3,349,903	2020	PERSONAL WEALTH ADVISORY, LLC PROFIT SHARING & SAVINGS PLAN - Plan #001	11 / 11	$2,817,256 / $3,349,903
2019	Plan NamePERSONAL WEALTH ADVISORY, LLC PROFIT SHARING & SAVINGS PLAN Plan #001 Participants BOY/EOY10 / 10 Assets BOY/EOY$2,245,663 / $2,817,256	2019	PERSONAL WEALTH ADVISORY, LLC PROFIT SHARING & SAVINGS PLAN - Plan #001	10 / 10	$2,245,663 / $2,817,256