Wmg Financial Advisors, LLC

Form 5500

WMG FINANCIAL ADVISORS, LLC

620 Mabry Hood Road Suite 101, Knoxville, Tn 37932 (865) 288-5001 EIN:20-1971280 Plan Admin:Bill Bergner

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameWMG FINANCIAL ADVISORS, LLC CASH BALANCE PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$1,544,899 / $1,515,777	2022	WMG FINANCIAL ADVISORS, LLC CASH BALANCE PLAN - Plan #001	5 / 5	$1,544,899 / $1,515,777
2022	Plan NameWMG FINANCIAL ADVISORS, LLC 401(K) PLAN Plan #002 Participants BOY/EOY6 / 6 Assets BOY/EOY$238,499 / $277,001	2022	WMG FINANCIAL ADVISORS, LLC 401(K) PLAN - Plan #002	6 / 6	$238,499 / $277,001
2021	Plan NameWMG FINANCIAL ADVISORS, LLC CASH BALANCE PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$1,114,559 / $1,544,899	2021	WMG FINANCIAL ADVISORS, LLC CASH BALANCE PLAN - Plan #001	4 / 4	$1,114,559 / $1,544,899
2021	Plan NameWMG FINANCIAL ADVISORS, LLC 401(K) PLAN Plan #002 Participants BOY/EOY5 / 6 Assets BOY/EOY$141,172 / $238,499	2021	WMG FINANCIAL ADVISORS, LLC 401(K) PLAN - Plan #002	5 / 6	$141,172 / $238,499
2020	Plan NameWMG FINANCIAL ADVISORS, LLC CASH BALANCE PLAN Plan #001 Participants BOY/EOY2 / 4 Assets BOY/EOY$673,659 / $1,114,559	2020	WMG FINANCIAL ADVISORS, LLC CASH BALANCE PLAN - Plan #001	2 / 4	$673,659 / $1,114,559
2020	Plan NameWMG FINANCIAL ADVISORS, LLC 401(K) PLAN Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$0 / $141,172	2020	WMG FINANCIAL ADVISORS, LLC 401(K) PLAN - Plan #002	4 / 4	$0 / $141,172