Consilium Wealth Management, LLC

Form 5500

CONSILIUM WEALTH MANAGEMENT, LLC

3160 Crow Canyon Road, Suite 150, San Ramon, Ca 94583 (925) 365-1087 EIN:27-3574704 Plan Admin:John Seo

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameCONSILIUM WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$1,499,868 / $1,966,105	2023	CONSILIUM WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN - Plan #001	9 / 9	$1,499,868 / $1,966,105
2022	Plan NameCONSILIUM WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$1,482,291 / $1,499,868	2022	CONSILIUM WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN - Plan #001	8 / 8	$1,482,291 / $1,499,868
2021	Plan NameCONSILIUM WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY7 / 8 Assets BOY/EOY$1,252,277 / $1,482,291	2021	CONSILIUM WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN - Plan #001	7 / 8	$1,252,277 / $1,482,291
2020	Plan NameCONSILIUM WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 7 Assets BOY/EOY$937,053 / $1,252,277	2020	CONSILIUM WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN - Plan #001	6 / 7	$937,053 / $1,252,277
2019	Plan NameCONSILIUM WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY8 / 6 Assets BOY/EOY$638,070 / $937,053	2019	CONSILIUM WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN - Plan #001	8 / 6	$638,070 / $937,053