Dcn Wealth Management, LLC

Form 5500

DCN WEALTH MANAGEMENT, LLC

39199 Paseo Padre Parkway, Suite A, Fremont, Ca 94538 (510) 431-8669 EIN:82-0678795 Plan Admin:Adam Nieto

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameDCN WEALTH MANAGEMENT, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,101,693 / $1,533,090	2023	DCN WEALTH MANAGEMENT, LLC CASH BALANCE PLAN - Plan #002	3 / 3	$1,101,693 / $1,533,090
2023	Plan NameDCN WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$947,592 / $1,229,682	2023	DCN WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001	3 / 3	$947,592 / $1,229,682
2022	Plan NameDCN WEALTH MANAGEMENT, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,136,281 / $1,101,693	2022	DCN WEALTH MANAGEMENT, LLC CASH BALANCE PLAN - Plan #002	3 / 3	$1,136,281 / $1,101,693
2022	Plan NameDCN WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$952,736 / $947,592	2022	DCN WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001	3 / 3	$952,736 / $947,592
2021	Plan NameDCN WEALTH MANAGEMENT, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$810,639 / $1,136,281	2021	DCN WEALTH MANAGEMENT, LLC CASH BALANCE PLAN - Plan #002	3 / 3	$810,639 / $1,136,281
2021	Plan NameDCN WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$686,621 / $952,737	2021	DCN WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001	3 / 3	$686,621 / $952,737
2020	Plan NameDCN WEALTH MANAGEMENT, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$543,869 / $810,639	2020	DCN WEALTH MANAGEMENT, LLC CASH BALANCE PLAN - Plan #002	3 / 3	$543,869 / $810,639
2020	Plan NameDCN WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$417,707 / $686,621	2020	DCN WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001	3 / 3	$417,707 / $686,621
2019	Plan NameDCN WEALTH MANAGEMENT, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$244,001 / $543,869	2019	DCN WEALTH MANAGEMENT, LLC CASH BALANCE PLAN - Plan #002	3 / 3	$244,001 / $543,869
2019	Plan NameDCN WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$231,271 / $417,707	2019	DCN WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001	3 / 3	$231,271 / $417,707