Burney Partners, LLC

Form 5500

BURNEY PARTNERS, LLC

1800 Alexander Bell Drive Suite 510, Reston, Va 20191 (703) 391-6020 EIN:20-3377971 Plan Admin:Yevgeniy Gushcha

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameBURNEY PARTNERS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY18 / 24 Assets BOY/EOY$5,276,218 / $5,188,045	2022	BURNEY PARTNERS, LLC 401(K) PROFIT SHARING PLAN - Plan #001	18 / 24	$5,276,218 / $5,188,045
2022	Plan NameBURNEY PARTNERS, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY16 / 17 Assets BOY/EOY$1,548,330 / $1,589,884	2022	BURNEY PARTNERS, LLC CASH BALANCE PLAN - Plan #002	16 / 17	$1,548,330 / $1,589,884
2021	Plan NameBURNEY PARTNERS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY17 / 18 Assets BOY/EOY$4,135,509 / $5,276,218	2021	BURNEY PARTNERS, LLC 401(K) PROFIT SHARING PLAN - Plan #001	17 / 18	$4,135,509 / $5,276,218
2021	Plan NameBURNEY PARTNERS, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY15 / 15 Assets BOY/EOY$1,089,211 / $1,548,330	2021	BURNEY PARTNERS, LLC CASH BALANCE PLAN - Plan #002	15 / 15	$1,089,211 / $1,548,330
2020	Plan NameBURNEY PARTNERS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY20 / 17 Assets BOY/EOY$3,376,466 / $4,135,509	2020	BURNEY PARTNERS, LLC 401(K) PROFIT SHARING PLAN - Plan #001	20 / 17	$3,376,466 / $4,135,509
2020	Plan NameBURNEY PARTNERS, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY14 / 15 Assets BOY/EOY$740,661 / $1,089,211	2020	BURNEY PARTNERS, LLC CASH BALANCE PLAN - Plan #002	14 / 15	$740,661 / $1,089,211
2019	Plan NameBURNEY PARTNERS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY17 / 20 Assets BOY/EOY$2,603,588 / $3,376,466	2019	BURNEY PARTNERS, LLC 401(K) PROFIT SHARING PLAN - Plan #001	17 / 20	$2,603,588 / $3,376,466
2019	Plan NameBURNEY PARTNERS, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY14 / 14 Assets BOY/EOY$422,633 / $740,661	2019	BURNEY PARTNERS, LLC CASH BALANCE PLAN - Plan #002	14 / 14	$422,633 / $740,661