Chartwell Financial Advisory, Inc.

Form 5500

CHARTWELL FINANCIAL ADVISORY, INC.

150 South Fifth Street Suite 2700, Minneapolis, Mn 55402 (612) 230-3100 EIN:36-4799908 Plan Admin:Michael Vanderford

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameCHARTWELL 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY97 / 108 Assets BOY/EOY$12,207,151 / $10,731,127	2022	CHARTWELL 401(K) PROFIT SHARING PLAN - Plan #001	97 / 108	$12,207,151 / $10,731,127
2021	Plan NameCHARTWELL 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY84 / 95 Assets BOY/EOY$10,263,809 / $12,207,151	2021	CHARTWELL 401(K) PROFIT SHARING PLAN - Plan #001	84 / 95	$10,263,809 / $12,207,151
2020	Plan NameCHARTWELL 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY88 / 84 Assets BOY/EOY$8,435,950 / $10,263,809	2020	CHARTWELL 401(K) PROFIT SHARING PLAN - Plan #001	88 / 84	$8,435,950 / $10,263,809
2019	Plan NameCHARTWELL 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY89 / 87 Assets BOY/EOY$5,945,040 / $8,435,950	2019	CHARTWELL 401(K) PROFIT SHARING PLAN - Plan #001	89 / 87	$5,945,040 / $8,435,950