Wj Wealth Management, LLC

Form 5500

WJ WEALTH MANAGEMENT, LLC

1731 E Saltsage Dr, Phoenix, Az 85048 (602) 300-1751 EIN:46-4225334 Plan Admin:Russell J. Snow, Ea

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameWJWM 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$1,050,872 / $938,151	2022	WJWM 401(K) PROFIT SHARING PLAN - Plan #001	9 / 9	$1,050,872 / $938,151
2022	Plan NameWJWM CASH BALANCE PLAN Plan #002 Participants BOY/EOY5 / 4 Assets BOY/EOY$671,864 / $875,919	2022	WJWM CASH BALANCE PLAN - Plan #002	5 / 4	$671,864 / $875,919
2021	Plan NameWJWM 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY12 / 9 Assets BOY/EOY$862,339 / $1,050,872	2021	WJWM 401(K) PROFIT SHARING PLAN - Plan #001	12 / 9	$862,339 / $1,050,872
2021	Plan NameWJWM CASH BALANCE PLAN Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$272,990 / $671,864	2021	WJWM CASH BALANCE PLAN - Plan #002	4 / 4	$272,990 / $671,864
2020	Plan NameWJWM 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY11 / 12 Assets BOY/EOY$659,143 / $862,339	2020	WJWM 401(K) PROFIT SHARING PLAN - Plan #001	11 / 12	$659,143 / $862,339
2020	Plan NameWJWM CASH BALANCE PLAN Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$0 / $272,990	2020	WJWM CASH BALANCE PLAN - Plan #002	4 / 4	$0 / $272,990
2019	Plan NameWJWM 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY11 / 11 Assets BOY/EOY$425,815 / $659,143	2019	WJWM 401(K) PROFIT SHARING PLAN - Plan #001	11 / 11	$425,815 / $659,143