Mcgivney Global Advisors LLC

Form 5500

MCGIVNEY GLOBAL ADVISORS LLC

130 West Lancaster Avenue Suite 301, Wayne, Pa 19087 (610) 952-8758 EIN:45-5020290 Plan Admin:William Mcgivney

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameMCGIVNEY GLOBAL ADVISORS LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY5 / 5 Assets BOY/EOY$2,760,392 / $3,247,194	2023	MCGIVNEY GLOBAL ADVISORS LLC CASH BALANCE PLAN - Plan #002	5 / 5	$2,760,392 / $3,247,194
2023	Plan NameMCGIVNEY GLOBAL ADVISORS LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$1,530,729 / $1,979,509	2023	MCGIVNEY GLOBAL ADVISORS LLC 401(K) PROFIT SHARING PLAN - Plan #001	5 / 5	$1,530,729 / $1,979,509
2022	Plan NameMCGIVNEY GLOBAL ADVISORS LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY6 / 5 Assets BOY/EOY$2,963,640 / $2,760,392	2022	MCGIVNEY GLOBAL ADVISORS LLC CASH BALANCE PLAN - Plan #002	6 / 5	$2,963,640 / $2,760,392
2022	Plan NameMCGIVNEY GLOBAL ADVISORS LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY7 / 5 Assets BOY/EOY$1,803,793 / $1,530,729	2022	MCGIVNEY GLOBAL ADVISORS LLC 401(K) PROFIT SHARING PLAN - Plan #001	7 / 5	$1,803,793 / $1,530,729
2021	Plan NameMCGIVNEY GLOBAL ADVISORS LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY7 / 6 Assets BOY/EOY$2,413,345 / $2,963,640	2021	MCGIVNEY GLOBAL ADVISORS LLC CASH BALANCE PLAN - Plan #002	7 / 6	$2,413,345 / $2,963,640
2021	Plan NameMCGIVNEY GLOBAL ADVISORS LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$1,470,540 / $1,803,793	2021	MCGIVNEY GLOBAL ADVISORS LLC 401(K) PROFIT SHARING PLAN - Plan #001	7 / 7	$1,470,540 / $1,803,793
2020	Plan NameMCGIVNEY GLOBAL ADVISORS LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY9 / 7 Assets BOY/EOY$1,886,843 / $2,413,345	2020	MCGIVNEY GLOBAL ADVISORS LLC CASH BALANCE PLAN - Plan #002	9 / 7	$1,886,843 / $2,413,345
2020	Plan NameMCGIVNEY GLOBAL ADVISORS LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY9 / 7 Assets BOY/EOY$1,231,362 / $1,470,540	2020	MCGIVNEY GLOBAL ADVISORS LLC 401(K) PROFIT SHARING PLAN - Plan #001	9 / 7	$1,231,362 / $1,470,540
2019	Plan NameMCGIVNEY GLOBAL ADVISORS LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY9 / 9 Assets BOY/EOY$1,591,742 / $1,886,843	2019	MCGIVNEY GLOBAL ADVISORS LLC CASH BALANCE PLAN - Plan #002	9 / 9	$1,591,742 / $1,886,843
2019	Plan NameMCGIVNEY GLOBAL ADVISORS LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$977,612 / $1,231,362	2019	MCGIVNEY GLOBAL ADVISORS LLC 401(K) PROFIT SHARING PLAN - Plan #001	9 / 9	$977,612 / $1,231,362