Wbh Advisory, Inc.

Form 5500

WBH ADVISORY, INC.

1829 Reisterstown Road, Suite 225, Pikesville, Md 21208 (410) 653-7979 EIN:52-1470972 Plan Admin:Carol Sullivan

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameWBH ADVISORY, INC. 401(K) RATE GROUP PROFIT SHARING PLAN AND TRUST Plan #003 Participants BOY/EOY11 / 13 Assets BOY/EOY$3,230,002 / $4,109,706	2022	WBH ADVISORY, INC. 401(K) RATE GROUP PROFIT SHARING PLAN AND TRUST - Plan #003	11 / 13	$3,230,002 / $4,109,706
2021	Plan NameWBH ADVISORY, INC. 401(K) RATE GROUP PROFIT SHARING PLAN AND TRUST Plan #003 Participants BOY/EOY9 / 11 Assets BOY/EOY$2,531,707 / $3,230,002	2021	WBH ADVISORY, INC. 401(K) RATE GROUP PROFIT SHARING PLAN AND TRUST - Plan #003	9 / 11	$2,531,707 / $3,230,002
2020	Plan NameWBH ADVISORY, INC. 401(K) RATE GROUP PROFIT SHARING PLAN AND TRUST Plan #003 Participants BOY/EOY9 / 9 Assets BOY/EOY$1,896,144 / $2,531,707	2020	WBH ADVISORY, INC. 401(K) RATE GROUP PROFIT SHARING PLAN AND TRUST - Plan #003	9 / 9	$1,896,144 / $2,531,707
2019	Plan NameWBH ADVISORY, INC. 401(K) RATE GROUP PROFIT SHARING PLAN Plan #003 Participants BOY/EOY8 / 8 Assets BOY/EOY$1,314,801 / $1,896,144	2019	WBH ADVISORY, INC. 401(K) RATE GROUP PROFIT SHARING PLAN - Plan #003	8 / 8	$1,314,801 / $1,896,144