Carey Consulting Wealth Management, Inc.

Form 5500

CAREY CONSULTING WEALTH MANAGEMENT, INC.

2819 Crow Canyon Road, Suite 101, San Ramon, Ca 94583 (925) 406-4186 EIN:26-0177096 Plan Admin:Jamie Carey

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameCAREY CONSULTING WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$232,311 / $368,223	2023	CAREY CONSULTING WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #002	3 / 3	$232,311 / $368,223
2022	Plan NameCAREY CONSULTING WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$203,324 / $232,311	2022	CAREY CONSULTING WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #002	3 / 3	$203,324 / $232,311
2021	Plan NameCAREY CONSULTING WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$150,706 / $203,324	2021	CAREY CONSULTING WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #002	3 / 3	$150,706 / $203,324
2020	Plan NameCAREY CONSULTING WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$67,401 / $150,706	2020	CAREY CONSULTING WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #002	2 / 2	$67,401 / $150,706
2019	Plan NameCAREY CONSULTING WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$0 / $67,401	2019	CAREY CONSULTING WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #002	2 / 2	$0 / $67,401