David Adams Wealth Group, LLC

Form 5500

DAVID ADAMS WEALTH GROUP, LLC

2905 12th Ave S Suite 108, Nashville, Tn 37204 (615) 435-3644 EIN:46-1556040 Plan Admin:Christine Kinsley

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameDAVID ADAMS WEALTH GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$725,698 / $973,091	2023	DAVID ADAMS WEALTH GROUP, LLC 401(K) PLAN - Plan #001	9 / 9	$725,698 / $973,091
2022	Plan NameDAVID ADAMS WEALTH GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY10 / 9 Assets BOY/EOY$837,380 / $725,698	2022	DAVID ADAMS WEALTH GROUP, LLC 401(K) PLAN - Plan #001	10 / 9	$837,380 / $725,698
2022	Plan NameDAVID ADAMS WEALTH GROUP, LLC CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$232,237 / $373,345	2022	DAVID ADAMS WEALTH GROUP, LLC CASH BALANCE PENSION PLAN - Plan #002	3 / 3	$232,237 / $373,345
2021	Plan NameDAVID ADAMS WEALTH GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY10 / 10 Assets BOY/EOY$636,307 / $837,380	2021	DAVID ADAMS WEALTH GROUP, LLC 401(K) PLAN - Plan #001	10 / 10	$636,307 / $837,380
2021	Plan NameDAVID ADAMS WEALTH GROUP, LLC CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$112,798 / $232,237	2021	DAVID ADAMS WEALTH GROUP, LLC CASH BALANCE PENSION PLAN - Plan #002	3 / 3	$112,798 / $232,237
2020	Plan NameDAVID ADAMS WEALTH GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY9 / 10 Assets BOY/EOY$499,974 / $636,307	2020	DAVID ADAMS WEALTH GROUP, LLC 401(K) PLAN - Plan #001	9 / 10	$499,974 / $636,307
2020	Plan NameDAVID ADAMS WEALTH GROUP, LLC CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$0 / $112,798	2020	DAVID ADAMS WEALTH GROUP, LLC CASH BALANCE PENSION PLAN - Plan #002	3 / 3	$0 / $112,798
2019	Plan NameDAVID ADAMS WEALTH GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$390,709 / $499,974	2019	DAVID ADAMS WEALTH GROUP, LLC 401(K) PLAN - Plan #001	9 / 9	$390,709 / $499,974