Financial Synergies Wealth Advisors, Inc.

Form 5500

FINANCIAL SYNERGIES WEALTH ADVISORS, INC.

4400 Post Oak Parkway Suite 200, Houston, Tx 77027 (832) 706-0070 EIN:76-0536705 Plan Admin:Michael Booker

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameFINANCIAL SYNERGIES WEALTH ADVISORS,INC.401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY16 / 18 Assets BOY/EOY$3,043,556 / $4,053,876	2023	FINANCIAL SYNERGIES WEALTH ADVISORS,INC.401(K) PROFIT SHARING PLAN - Plan #001	16 / 18	$3,043,556 / $4,053,876
2022	Plan NameFINANCIAL SYNERGIES WEALTH ADVISORS,INC.401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY18 / 16 Assets BOY/EOY$3,300,731 / $3,043,556	2022	FINANCIAL SYNERGIES WEALTH ADVISORS,INC.401(K) PROFIT SHARING PLAN - Plan #001	18 / 16	$3,300,731 / $3,043,556
2021	Plan NameFINANCIAL SYNERGIES WEALTH ADVISORS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY17 / 17 Assets BOY/EOY$2,575,088 / $3,300,731	2021	FINANCIAL SYNERGIES WEALTH ADVISORS, INC. 401(K) PROFIT SHARING PLAN - Plan #001	17 / 17	$2,575,088 / $3,300,731
2020	Plan NameFINANCIAL SYNERGIES WEALTH ADVISORS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY13 / 13 Assets BOY/EOY$2,196,269 / $2,575,088	2020	FINANCIAL SYNERGIES WEALTH ADVISORS, INC. 401(K) PROFIT SHARING PLAN - Plan #001	13 / 13	$2,196,269 / $2,575,088
2019	Plan NameFINANCIAL SYNERGIES WEALTH ADVISORS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY11 / 12 Assets BOY/EOY$1,658,150 / $2,196,269	2019	FINANCIAL SYNERGIES WEALTH ADVISORS, INC. 401(K) PROFIT SHARING PLAN - Plan #001	11 / 12	$1,658,150 / $2,196,269