Medallion Wealth Management

Form 5500

MEDALLION WEALTH MANAGEMENT

2605 Nicholson Rd. Ste. 2103, Sewickley, Pa 15143 (724) 934-8600 EIN:46-1830450 Plan Admin:Anna Haney

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameMEDALLION WEALTH MANAGEMENT 401(K) AND PROFIT SHARING Plan #001 Participants BOY/EOY5 / 0 Assets BOY/EOY$393,797 / $0	2022	MEDALLION WEALTH MANAGEMENT 401(K) AND PROFIT SHARING - Plan #001	5 / 0	$393,797 / $0
2021	Plan NameMEDALLION WEALTH MANAGEMENT 401(K) AND PROFIT SHARING Plan #001 Participants BOY/EOY14 / 5 Assets BOY/EOY$2,289,205 / $393,797	2021	MEDALLION WEALTH MANAGEMENT 401(K) AND PROFIT SHARING - Plan #001	14 / 5	$2,289,205 / $393,797
2020	Plan NameMEDALLION WEALTH MANAGEMENT 401(K) AND PROFIT SHARING Plan #001 Participants BOY/EOY12 / 14 Assets BOY/EOY$1,854,690 / $2,289,205	2020	MEDALLION WEALTH MANAGEMENT 401(K) AND PROFIT SHARING - Plan #001	12 / 14	$1,854,690 / $2,289,205
2019	Plan NameMEDALLION WEALTH MANAGEMENT 401(K) AND PROFIT SHARING Plan #001 Participants BOY/EOY13 / 12 Assets BOY/EOY$2,171,240 / $1,854,690	2019	MEDALLION WEALTH MANAGEMENT 401(K) AND PROFIT SHARING - Plan #001	13 / 12	$2,171,240 / $1,854,690