Breen Wealth Management, LLC

Form 5500

BREEN WEALTH MANAGEMENT, LLC

200 Kentucky Street Suite C, Petaluma, Ca 94952 (707) 595-6555 EIN:46-3985168 Plan Admin:Brian Breen

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameBWM CASH BALANCE PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$877,705 / $855,667	2022	BWM CASH BALANCE PLAN - Plan #002	3 / 3	$877,705 / $855,667
2022	Plan NameBWM RETIREMENT PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$692,383 / $693,527	2022	BWM RETIREMENT PLAN - Plan #001	4 / 4	$692,383 / $693,527
2021	Plan NameBWM CASH BALANCE PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$666,388 / $877,705	2021	BWM CASH BALANCE PLAN - Plan #002	3 / 3	$666,388 / $877,705
2021	Plan NameBWM RETIREMENT PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$512,044 / $692,383	2021	BWM RETIREMENT PLAN - Plan #001	4 / 4	$512,044 / $692,383
2020	Plan NameBWM CASH BALANCE PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$494,333 / $666,388	2020	BWM CASH BALANCE PLAN - Plan #002	3 / 3	$494,333 / $666,388
2020	Plan NameBWM RETIREMENT PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$391,611 / $512,044	2020	BWM RETIREMENT PLAN - Plan #001	4 / 4	$391,611 / $512,044
2019	Plan NameBWM CASH BALANCE PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$348,884 / $494,333	2019	BWM CASH BALANCE PLAN - Plan #002	3 / 3	$348,884 / $494,333
2019	Plan NameBWM RETIREMENT PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$275,346 / $391,611	2019	BWM RETIREMENT PLAN - Plan #001	4 / 4	$275,346 / $391,611