Insight Wealth Strategies, LLC

Form 5500

INSIGHT WEALTH STRATEGIES, LLC

2603 Camino Ramon Suite 350, San Ramon, Ca 94583 (925) 659-8007 EIN:82-5323905 Plan Admin:Heather Noll

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameIWS RETIREMENT 401(K) PLAN & TRUST Plan #001 Participants BOY/EOY21 / 19 Assets BOY/EOY$1,157,039 / $1,620,479	2023	IWS RETIREMENT 401(K) PLAN & TRUST - Plan #001	21 / 19	$1,157,039 / $1,620,479
2022	Plan NameIWS RETIREMENT 401(K) PLAN & TRUST Plan #001 Participants BOY/EOY23 / 21 Assets BOY/EOY$1,290,286 / $1,157,039	2022	IWS RETIREMENT 401(K) PLAN & TRUST - Plan #001	23 / 21	$1,290,286 / $1,157,039
2021	Plan NameIWS RETIREMENT 401(K) PLAN & TRUST Plan #001 Participants BOY/EOY22 / 23 Assets BOY/EOY$982,098 / $1,290,286	2021	IWS RETIREMENT 401(K) PLAN & TRUST - Plan #001	22 / 23	$982,098 / $1,290,286
2021	Plan NameIWS RETIREMENT DEFINED BENEFIT PLAN & TRUST Plan #002 Participants BOY/EOY17 / 0 Assets BOY/EOY$1,916,841 / $0	2021	IWS RETIREMENT DEFINED BENEFIT PLAN & TRUST - Plan #002	17 / 0	$1,916,841 / $0
2020	Plan NameIWS RETIREMENT DEFINED BENEFIT PLAN & TRUST Plan #002 Participants BOY/EOY28 / 17 Assets BOY/EOY$1,527,235 / $1,916,841	2020	IWS RETIREMENT DEFINED BENEFIT PLAN & TRUST - Plan #002	28 / 17	$1,527,235 / $1,916,841
2020	Plan NameIWS RETIREMENT 401(K) PLAN & TRUST Plan #001 Participants BOY/EOY26 / 21 Assets BOY/EOY$1,184,424 / $982,098	2020	IWS RETIREMENT 401(K) PLAN & TRUST - Plan #001	26 / 21	$1,184,424 / $982,098
2019	Plan NameIWS RETIREMENT DEFINED BENEFIT PLAN & TRUST Plan #002 Participants BOY/EOY23 / 28 Assets BOY/EOY$1,144,150 / $1,527,235	2019	IWS RETIREMENT DEFINED BENEFIT PLAN & TRUST - Plan #002	23 / 28	$1,144,150 / $1,527,235
2019	Plan NameIWS RETIREMENT 401(K) PLAN & TRUST Plan #001 Participants BOY/EOY29 / 26 Assets BOY/EOY$457,126 / $1,184,424	2019	IWS RETIREMENT 401(K) PLAN & TRUST - Plan #001	29 / 26	$457,126 / $1,184,424