Kwb Wealth

Form 5500

KWB WEALTH

1782 Orange Tree Lane, Redlands, Ca 92374 (909) 307-8220 EIN:33-0703534 Plan Admin:Kerrick Bubb

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameKWB WEALTH 401K PLAN Plan #001 Participants BOY/EOY12 / 14 Assets BOY/EOY$4,730,509 / $6,082,898	2023	KWB WEALTH 401K PLAN - Plan #001	12 / 14	$4,730,509 / $6,082,898
2023	Plan NameKWB WEALTH DEFINED BENEFIT PLAN Plan #002 Participants BOY/EOY11 / 0 Assets BOY/EOY$3,217,891 / $0	2023	KWB WEALTH DEFINED BENEFIT PLAN - Plan #002	11 / 0	$3,217,891 / $0
2022	Plan NameKWB WEALTH 401K PLAN Plan #001 Participants BOY/EOY12 / 12 Assets BOY/EOY$5,459,945 / $4,730,509	2022	KWB WEALTH 401K PLAN - Plan #001	12 / 12	$5,459,945 / $4,730,509
2022	Plan NameKWB WEALTH DEFINED BENEFIT PLAN Plan #002 Participants BOY/EOY12 / 11 Assets BOY/EOY$3,750,974 / $3,217,891	2022	KWB WEALTH DEFINED BENEFIT PLAN - Plan #002	12 / 11	$3,750,974 / $3,217,891
2021	Plan NameKWB WEALTH 401K PLAN Plan #001 Participants BOY/EOY11 / 12 Assets BOY/EOY$4,524,608 / $5,459,945	2021	KWB WEALTH 401K PLAN - Plan #001	11 / 12	$4,524,608 / $5,459,945
2021	Plan NameKWB WEALTH DEFINED BENEFIT PLAN Plan #002 Participants BOY/EOY12 / 12 Assets BOY/EOY$3,166,299 / $3,750,974	2021	KWB WEALTH DEFINED BENEFIT PLAN - Plan #002	12 / 12	$3,166,299 / $3,750,974
2020	Plan NameKWB WEALTH 401K PLAN Plan #001 Participants BOY/EOY13 / 11 Assets BOY/EOY$3,543,866 / $4,524,608	2020	KWB WEALTH 401K PLAN - Plan #001	13 / 11	$3,543,866 / $4,524,608
2020	Plan NameKWB WEALTH DEFINED BENEFIT PLAN Plan #002 Participants BOY/EOY12 / 12 Assets BOY/EOY$2,608,731 / $3,166,299	2020	KWB WEALTH DEFINED BENEFIT PLAN - Plan #002	12 / 12	$2,608,731 / $3,166,299
2019	Plan NameKWB WEALTH 401K PLAN Plan #001 Participants BOY/EOY9 / 13 Assets BOY/EOY$2,633,582 / $3,543,866	2019	KWB WEALTH 401K PLAN - Plan #001	9 / 13	$2,633,582 / $3,543,866