Levy Wealth Management Group LLC

Form 5500

LEVY WEALTH MANAGEMENT GROUP, LLC

1818 Market Street, Suite 3232, Philadelphia, Pa 19103 (215) 875-8710 EIN:45-5378898 Plan Admin:Victor Levy

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameLEVY WEALTH MANAGEMENT GROUP 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY16 / 15 Assets BOY/EOY$8,769,271 / $6,696,158	2022	LEVY WEALTH MANAGEMENT GROUP 401(K) PROFIT SHARING PLAN - Plan #001	16 / 15	$8,769,271 / $6,696,158
2022	Plan NameLEVY WEALTH MANAGEMENT GROUP PENSION PLAN Plan #002 Participants BOY/EOY6 / 6 Assets BOY/EOY$685,242 / $915,891	2022	LEVY WEALTH MANAGEMENT GROUP PENSION PLAN - Plan #002	6 / 6	$685,242 / $915,891
2021	Plan NameLEVY WEALTH MANAGEMENT GROUP 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY16 / 16 Assets BOY/EOY$7,380,785 / $8,769,271	2021	LEVY WEALTH MANAGEMENT GROUP 401(K) PROFIT SHARING PLAN - Plan #001	16 / 16	$7,380,785 / $8,769,271
2021	Plan NameLEVY WEALTH MANAGEMENT GROUP PENSION PLAN Plan #002 Participants BOY/EOY6 / 6 Assets BOY/EOY$336,297 / $685,242	2021	LEVY WEALTH MANAGEMENT GROUP PENSION PLAN - Plan #002	6 / 6	$336,297 / $685,242
2020	Plan NameLEVY WEALTH MANAGEMENT GROUP 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY20 / 16 Assets BOY/EOY$6,186,308 / $7,380,785	2020	LEVY WEALTH MANAGEMENT GROUP 401(K) PROFIT SHARING PLAN - Plan #001	20 / 16	$6,186,308 / $7,380,785
2020	Plan NameLEVY WEALTH MANAGEMENT GROUP PENSION PLAN Plan #002 Participants BOY/EOY5 / 5 Assets BOY/EOY$0 / $336,297	2020	LEVY WEALTH MANAGEMENT GROUP PENSION PLAN - Plan #002	5 / 5	$0 / $336,297
2019	Plan NameLEVY WEALTH MANAGEMENT GROUP 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY20 / 19 Assets BOY/EOY$4,922,630 / $6,186,308	2019	LEVY WEALTH MANAGEMENT GROUP 401(K) PROFIT SHARING PLAN - Plan #001	20 / 19	$4,922,630 / $6,186,308