Momentum Strategies, Inc.

Form 5500

MOMENTUM STRATEGIES, INC.

21965 Canyon Dr, Wildomar, Ca 92595 (858) 829-9007 EIN:82-3457305 Plan Admin:Clinton Halley

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameMOMENTUM STRATEGIES, INC. DEFINED BENEFIT PLAN Plan #001 Participants BOY/EOY17 / 15 Assets BOY/EOY$262,511 / $284,095	2022	MOMENTUM STRATEGIES, INC. DEFINED BENEFIT PLAN - Plan #001	17 / 15	$262,511 / $284,095
2022	Plan NameMOMENTUM STRATEGIES, INC. PROFIT SHARING PLAN Plan #002 Participants BOY/EOY15 / 17 Assets BOY/EOY$133,804 / $244,280	2022	MOMENTUM STRATEGIES, INC. PROFIT SHARING PLAN - Plan #002	15 / 17	$133,804 / $244,280
2021	Plan NameMOMENTUM STRATEGIES, INC. DEFINED BENEFIT PLAN Plan #001 Participants BOY/EOY13 / 12 Assets BOY/EOY$239,110 / $262,511	2021	MOMENTUM STRATEGIES, INC. DEFINED BENEFIT PLAN - Plan #001	13 / 12	$239,110 / $262,511
2021	Plan NameMOMENTUM STRATEGIES, INC. PROFIT SHARING PLAN Plan #002 Participants BOY/EOY13 / 13 Assets BOY/EOY$74,705 / $133,804	2021	MOMENTUM STRATEGIES, INC. PROFIT SHARING PLAN - Plan #002	13 / 13	$74,705 / $133,804
2020	Plan NameMOMENTUM STRATEGIES, INC. DEFINED BENEFIT PLAN Plan #001 Participants BOY/EOY12 / 13 Assets BOY/EOY$208,867 / $239,110	2020	MOMENTUM STRATEGIES, INC. DEFINED BENEFIT PLAN - Plan #001	12 / 13	$208,867 / $239,110
2020	Plan NameMOMENTUM STRATEGIES, INC. PROFIT SHARING PLAN Plan #002 Participants BOY/EOY9 / 11 Assets BOY/EOY$64,559 / $74,705	2020	MOMENTUM STRATEGIES, INC. PROFIT SHARING PLAN - Plan #002	9 / 11	$64,559 / $74,705
2019	Plan NameMOMENTUM STRATEGIES, INC. DEFINED BENEFIT PLAN Plan #001 Participants BOY/EOY11 / 12 Assets BOY/EOY$132,304 / $208,867	2019	MOMENTUM STRATEGIES, INC. DEFINED BENEFIT PLAN - Plan #001	11 / 12	$132,304 / $208,867
2019	Plan NameMOMENTUM STRATEGIES, INC. PROFIT SHARING PLAN Plan #002 Participants BOY/EOY8 / 6 Assets BOY/EOY$40,899 / $64,559	2019	MOMENTUM STRATEGIES, INC. PROFIT SHARING PLAN - Plan #002	8 / 6	$40,899 / $64,559