Carlton Pace Wealth Management, Inc.

Form 5500

CARLTON PACE WEALTH MANAGEMENT, INC.

20380 Town Center Lane, St. 218, Cupertino, Ca 95014 (408) 876-6272 EIN:71-0932099 Plan Admin:Kapil Bhatnagar

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameCARLTON PACE WEALTH MANAGEMENT, INC. 401-K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY9 / 10 Assets BOY/EOY$1,824,332 / $1,651,814	2022	CARLTON PACE WEALTH MANAGEMENT, INC. 401-K PROFIT SHARING PLAN - Plan #001	9 / 10	$1,824,332 / $1,651,814
2021	Plan NameCARLTON PACE WEALTH MANAGEMENT, INC. 401-K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$1,484,063 / $1,824,332	2021	CARLTON PACE WEALTH MANAGEMENT, INC. 401-K PROFIT SHARING PLAN - Plan #001	9 / 9	$1,484,063 / $1,824,332
2020	Plan NameCARLTON PACE WEALTH MANAGEMENT, INC. 401-K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 7 Assets BOY/EOY$1,174,115 / $1,484,063	2020	CARLTON PACE WEALTH MANAGEMENT, INC. 401-K PROFIT SHARING PLAN - Plan #001	6 / 7	$1,174,115 / $1,484,063
2019	Plan NameCARLTON PACE WEALTH MANAGEMENT, INC. 401-K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$899,324 / $1,174,115	2019	CARLTON PACE WEALTH MANAGEMENT, INC. 401-K PROFIT SHARING PLAN - Plan #001	6 / 6	$899,324 / $1,174,115