Iwm Partners, Inc.

Form 5500

IWM PARTNERS, INC.

3 Park Plaza, Suite 1490, Irvine, Ca 92614 (714) 962-8000 EIN:45-4141427 Plan Admin:Michael Hernandez

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameIWM PARTNERS 401(K) PLAN Plan #001 Participants BOY/EOY9 / 8 Assets BOY/EOY$713,360 / $927,229	2023	IWM PARTNERS 401(K) PLAN - Plan #001	9 / 8	$713,360 / $927,229
2022	Plan NameIWM PARTNERS 401(K) PLAN Plan #001 Participants BOY/EOY8 / 9 Assets BOY/EOY$804,834 / $713,360	2022	IWM PARTNERS 401(K) PLAN - Plan #001	8 / 9	$804,834 / $713,360
2021	Plan NameIWM PARTNERS 401(K) PLAN Plan #001 Participants BOY/EOY4 / 6 Assets BOY/EOY$633,250 / $804,834	2021	IWM PARTNERS 401(K) PLAN - Plan #001	4 / 6	$633,250 / $804,834
2020	Plan NameIWM PARTNERS 401(K) PLAN Plan #001 Participants BOY/EOY8 / 9 Assets BOY/EOY$522,062 / $633,250	2020	IWM PARTNERS 401(K) PLAN - Plan #001	8 / 9	$522,062 / $633,250
2019	Plan NameIWM PARTNERS 401(K) PLAN Plan #001 Participants BOY/EOY7 / 8 Assets BOY/EOY$360,140 / $522,062	2019	IWM PARTNERS 401(K) PLAN - Plan #001	7 / 8	$360,140 / $522,062