Urda Wealth Management, Inc.

Form 5500

URDA WEALTH MANAGEMENT, INC.

1001 2nd Street, Suite 255, Napa, Ca 94559 (925) 743-2760 EIN:20-4448090 Plan Admin:James Urda

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameURDA WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 4 Assets BOY/EOY$2,896,245 / $1,078,219	2022	URDA WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN - Plan #001	5 / 4	$2,896,245 / $1,078,219
2021	Plan NameURDA WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$2,435,019 / $2,896,245	2021	URDA WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN - Plan #001	5 / 5	$2,435,019 / $2,896,245
2020	Plan NameURDA WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$1,907,712 / $2,435,019	2020	URDA WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN - Plan #001	4 / 4	$1,907,712 / $2,435,019
2019	Plan NameURDA WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 3 Assets BOY/EOY$1,414,014 / $1,907,712	2019	URDA WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN - Plan #001	4 / 3	$1,414,014 / $1,907,712