D'angelo Financial Services, LLC

Form 5500

D'ANGELO FINANCIAL SERVICES, LLC

9380 Mcknight Road, Suite 100, Pittsburgh, Pa 15237 (412) 366-8740 EIN:20-2248606 Plan Admin:Lou D'angelo

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameD'ANGELO FINANCIAL SERVICES, LLC 401(K) PS PLAN Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$1,868,858 / $2,387,760	2023	D'ANGELO FINANCIAL SERVICES, LLC 401(K) PS PLAN - Plan #002	4 / 4	$1,868,858 / $2,387,760
2023	Plan NameD'ANGELO FINANCIAL SERVICES, LLC CASH BALANCE PLAN Plan #003 Participants BOY/EOY4 / 4 Assets BOY/EOY$525,025 / $873,216	2023	D'ANGELO FINANCIAL SERVICES, LLC CASH BALANCE PLAN - Plan #003	4 / 4	$525,025 / $873,216
2022	Plan NameD'ANGELO FINANCIAL SERVICES, LLC 401(K) PS PLAN Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$2,052,992 / $1,868,858	2022	D'ANGELO FINANCIAL SERVICES, LLC 401(K) PS PLAN - Plan #002	4 / 4	$2,052,992 / $1,868,858
2022	Plan NameD'ANGELO FINANCIAL SERVICES, LLC CASH BALANCE PLAN Plan #003 Participants BOY/EOY4 / 4 Assets BOY/EOY$302,476 / $525,025	2022	D'ANGELO FINANCIAL SERVICES, LLC CASH BALANCE PLAN - Plan #003	4 / 4	$302,476 / $525,025
2021	Plan NameD'ANGELO FINANCIAL SERVICES, LLC 401(K) PS PLAN Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$1,644,021 / $2,052,992	2021	D'ANGELO FINANCIAL SERVICES, LLC 401(K) PS PLAN - Plan #002	4 / 4	$1,644,021 / $2,052,992
2021	Plan NameD'ANGELO FINANCIAL SERVICES, LLC CASH BALANCE PLAN Plan #003 Participants BOY/EOY4 / 4 Assets BOY/EOY$66,700 / $302,476	2021	D'ANGELO FINANCIAL SERVICES, LLC CASH BALANCE PLAN - Plan #003	4 / 4	$66,700 / $302,476
2020	Plan NameD'ANGELO FINANCIAL SERVICES, LLC 401(K) PS PLAN Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$1,280,412 / $1,644,021	2020	D'ANGELO FINANCIAL SERVICES, LLC 401(K) PS PLAN - Plan #002	4 / 4	$1,280,412 / $1,644,021
2020	Plan NameD'ANGELO FINANCIAL SERVICES, LLC CASH BALANCE PLAN Plan #003 Participants BOY/EOY4 / 4 Assets BOY/EOY$0 / $66,700	2020	D'ANGELO FINANCIAL SERVICES, LLC CASH BALANCE PLAN - Plan #003	4 / 4	$0 / $66,700
2019	Plan NameD'ANGELO FINANCIAL SERVICES, LLC 401(K) PS PLAN Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$956,312 / $1,280,412	2019	D'ANGELO FINANCIAL SERVICES, LLC 401(K) PS PLAN - Plan #002	4 / 4	$956,312 / $1,280,412