Seaside Wealth Management, Inc.

Form 5500

SEASIDE WEALTH MANAGEMENT, INC.

6154 Innovation Way, Carlsbad, Ca 92009 (760) 730-8120 EIN:45-3449646 Plan Admin:Bradley Lineberger

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameSEASIDE WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$819,415 / $1,111,587	2023	SEASIDE WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN - Plan #001	5 / 5	$819,415 / $1,111,587
2023	Plan NameSEASIDE WEALTH MANAGEMENT CASH BALANCE PLAN Plan #002 Participants BOY/EOY5 / 5 Assets BOY/EOY$342,069 / $458,059	2023	SEASIDE WEALTH MANAGEMENT CASH BALANCE PLAN - Plan #002	5 / 5	$342,069 / $458,059
2022	Plan NameSEASIDE WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY7 / 6 Assets BOY/EOY$1,156,354 / $819,415	2022	SEASIDE WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN - Plan #001	7 / 6	$1,156,354 / $819,415
2022	Plan NameSEASIDE WEALTH MANAGEMENT CASH BALANCE PLAN Plan #002 Participants BOY/EOY5 / 5 Assets BOY/EOY$248,678 / $342,069	2022	SEASIDE WEALTH MANAGEMENT CASH BALANCE PLAN - Plan #002	5 / 5	$248,678 / $342,069
2021	Plan NameSEASIDE WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 7 Assets BOY/EOY$859,381 / $1,156,354	2021	SEASIDE WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN - Plan #001	5 / 7	$859,381 / $1,156,354
2021	Plan NameSEASIDE WEALTH MANAGEMENT CASH BALANCE PLAN Plan #002 Participants BOY/EOY5 / 5 Assets BOY/EOY$104,634 / $248,678	2021	SEASIDE WEALTH MANAGEMENT CASH BALANCE PLAN - Plan #002	5 / 5	$104,634 / $248,678
2020	Plan NameSEASIDE WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 3 Assets BOY/EOY$570,551 / $859,381	2020	SEASIDE WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN - Plan #001	6 / 3	$570,551 / $859,381
2020	Plan NameSEASIDE WEALTH MANAGEMENT CASH BALANCE PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$0 / $104,634	2020	SEASIDE WEALTH MANAGEMENT CASH BALANCE PLAN - Plan #002	3 / 3	$0 / $104,634
2019	Plan NameSEASIDE WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$393,220 / $570,551	2019	SEASIDE WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN - Plan #001	6 / 6	$393,220 / $570,551