Integris Wealth Management, LLC

Form 5500

INTEGRIS WEALTH MANAGEMENT, LLC

435 Washington ST STE A, Monterey, Ca 93940 (831) 333-1717 EIN:20-4165321 Plan Admin:Kevin Mahoney

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameINTEGRIS WEALTH MANAGEMENT 401(K) PLAN Plan #002 Participants BOY/EOY15 / 18 Assets BOY/EOY$1,254,805 / $1,248,294	2022	INTEGRIS WEALTH MANAGEMENT 401(K) PLAN - Plan #002	15 / 18	$1,254,805 / $1,248,294
2021	Plan NameINTEGRIS WEALTH MANAGEMENT 401(K) PLAN Plan #002 Participants BOY/EOY15 / 15 Assets BOY/EOY$958,207 / $1,254,805	2021	INTEGRIS WEALTH MANAGEMENT 401(K) PLAN - Plan #002	15 / 15	$958,207 / $1,254,805
2020	Plan NameINTEGRIS WEALTH MANAGEMENT RETIREMENT PLAN Plan #002 Participants BOY/EOY16 / 15 Assets BOY/EOY$678,004 / $958,207	2020	INTEGRIS WEALTH MANAGEMENT RETIREMENT PLAN - Plan #002	16 / 15	$678,004 / $958,207
2019	Plan NameINTEGRIS WEALTH MANAGEMENT 401(K) PLAN Plan #002 Participants BOY/EOY11 / 16 Assets BOY/EOY$410,078 / $678,004	2019	INTEGRIS WEALTH MANAGEMENT 401(K) PLAN - Plan #002	11 / 16	$410,078 / $678,004