Central Coast Wealth Management LLC

Form 5500

CENTRAL COAST WEALTH MANAGEMENT LLC

1104 Palm Street, San Luis Obispo, Ca 93401 (805) 439-0371 EIN:22-3973915 Plan Admin:Kurt C. Jackson

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameCENTRAL COAST WEALTH MANAGEMENT PENSION PLAN Plan #002 Participants BOY/EOY5 / 5 Assets BOY/EOY$1,474,082 / $1,567,664	2022	CENTRAL COAST WEALTH MANAGEMENT PENSION PLAN - Plan #002	5 / 5	$1,474,082 / $1,567,664
2022	Plan NameCENTRAL COAST WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$177,411 / $138,033	2022	CENTRAL COAST WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	5 / 5	$177,411 / $138,033
2022	Plan NameCENTRAL COAST WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN & TRUST 003 Plan #003 Participants BOY/EOY4 / 4 Assets BOY/EOY$40,609 / $62,606	2022	CENTRAL COAST WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN & TRUST 003 - Plan #003	4 / 4	$40,609 / $62,606
2021	Plan NameCENTRAL COAST WEALTH MANAGEMENT PENSION PLAN Plan #002 Participants BOY/EOY5 / 5 Assets BOY/EOY$880,144 / $1,474,082	2021	CENTRAL COAST WEALTH MANAGEMENT PENSION PLAN - Plan #002	5 / 5	$880,144 / $1,474,082
2021	Plan NameCENTRAL COAST WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$205,700 / $177,411	2021	CENTRAL COAST WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	4 / 4	$205,700 / $177,411
2021	Plan NameCENTRAL COAST WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN & TRUST 003 Plan #003 Participants BOY/EOY5 / 4 Assets BOY/EOY$69,979 / $40,609	2021	CENTRAL COAST WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN & TRUST 003 - Plan #003	5 / 4	$69,979 / $40,609
2020	Plan NameCENTRAL COAST WEALTH MANAGEMENT PENSION PLAN Plan #002 Participants BOY/EOY5 / 5 Assets BOY/EOY$802,306 / $880,144	2020	CENTRAL COAST WEALTH MANAGEMENT PENSION PLAN - Plan #002	5 / 5	$802,306 / $880,144
2020	Plan NameCENTRAL COAST WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY5 / 4 Assets BOY/EOY$418,830 / $205,700	2020	CENTRAL COAST WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	5 / 4	$418,830 / $205,700
2020	Plan NameCENTRAL COAST WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN & TRUST 003 Plan #003 Participants BOY/EOY5 / 4 Assets BOY/EOY$0 / $69,979	2020	CENTRAL COAST WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN & TRUST 003 - Plan #003	5 / 4	$0 / $69,979
2019	Plan NameCENTRAL COAST WEALTH MANAGEMENT PENSION PLAN Plan #002 Participants BOY/EOY5 / 5 Assets BOY/EOY$723,221 / $802,306	2019	CENTRAL COAST WEALTH MANAGEMENT PENSION PLAN - Plan #002	5 / 5	$723,221 / $802,306
2019	Plan NameCENTRAL COAST WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$372,990 / $418,830	2019	CENTRAL COAST WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	5 / 5	$372,990 / $418,830