Shira Ridge Wealth Management

Form 5500

SHIRA RIDGE WEALTH MANAGEMENT

100 Larkspur Landing Circle, Suite, Larkspur, Ca 94939 (415) 721-0275 EIN:94-3368126 Plan Admin:Laurean S. Nardone

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameSHIRA RIDGE WEALTH MANAGEMENT PROFIT SHARING 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$993,605 / $867,836	2022	SHIRA RIDGE WEALTH MANAGEMENT PROFIT SHARING 401(K) PLAN - Plan #001	4 / 4	$993,605 / $867,836
2021	Plan NameSHIRA RIDGE WEALTH MANAGEMENT PROFIT SHARING 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$798,929 / $993,605	2021	SHIRA RIDGE WEALTH MANAGEMENT PROFIT SHARING 401(K) PLAN - Plan #001	4 / 4	$798,929 / $993,605
2020	Plan NameSHIRA RIDGE WEALTH MANAGEMENT PROFIT SHARING 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$607,133 / $798,929	2020	SHIRA RIDGE WEALTH MANAGEMENT PROFIT SHARING 401(K) PLAN - Plan #001	4 / 4	$607,133 / $798,929
2019	Plan NameSHIRA RIDGE WEALTH MANAGEMENT PROFIT SHARING 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$439,786 / $607,133	2019	SHIRA RIDGE WEALTH MANAGEMENT PROFIT SHARING 401(K) PLAN - Plan #001	4 / 4	$439,786 / $607,133