La Pointe Wealth Management Inc.

Form 5500

LA POINTE WEALTH MANAGEMENT, INC.

43980 Margarita Rd, STE 201, Temecula, Ca 92592 (951) 694-3537 EIN:80-0130583 Plan Admin:Bryce Street

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameLA POINTE WEALTH MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN Plan #002 Participants BOY/EOY6 / 7 Assets BOY/EOY$5,232,813 / $4,552,549	2022	LA POINTE WEALTH MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN - Plan #002	6 / 7	$5,232,813 / $4,552,549
2022	Plan NameLA POINTE WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 7 Assets BOY/EOY$4,903,152 / $4,448,534	2022	LA POINTE WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN - Plan #001	6 / 7	$4,903,152 / $4,448,534
2021	Plan NameLA POINTE WEALTH MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN Plan #002 Participants BOY/EOY5 / 5 Assets BOY/EOY$4,927,543 / $5,232,813	2021	LA POINTE WEALTH MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN - Plan #002	5 / 5	$4,927,543 / $5,232,813
2021	Plan NameLA POINTE WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY7 / 6 Assets BOY/EOY$4,181,336 / $4,903,152	2021	LA POINTE WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN - Plan #001	7 / 6	$4,181,336 / $4,903,152
2020	Plan NameLA POINTE WEALTH MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN Plan #002 Participants BOY/EOY5 / 5 Assets BOY/EOY$4,160,924 / $4,927,543	2020	LA POINTE WEALTH MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN - Plan #002	5 / 5	$4,160,924 / $4,927,543
2020	Plan NameLA POINTE WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$3,496,340 / $4,181,336	2020	LA POINTE WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN - Plan #001	7 / 7	$3,496,340 / $4,181,336
2019	Plan NameLA POINTE WEALTH MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN Plan #002 Participants BOY/EOY5 / 5 Assets BOY/EOY$3,308,826 / $4,160,924	2019	LA POINTE WEALTH MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN - Plan #002	5 / 5	$3,308,826 / $4,160,924
2019	Plan NameLA POINTE WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$2,652,594 / $3,496,340	2019	LA POINTE WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN - Plan #001	7 / 7	$2,652,594 / $3,496,340