Sorensen Wealth Management, Inc.

Form 5500

SORENSEN WEALTH MANAGEMENT, INC.

2535 Townsgate Road, Suite 213, Westlake Village, Ca 91361 (805) 379-9870 EIN:82-4340644 Plan Admin:Jeffrey M. Sorensen

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameSORENSEN WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$405,573 / $519,867	2023	SORENSEN WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN - Plan #002	3 / 3	$405,573 / $519,867
2022	Plan NameSORENSEN WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$360,483 / $405,573	2022	SORENSEN WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN - Plan #002	3 / 3	$360,483 / $405,573
2021	Plan NameSORENSEN WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$185,479 / $360,483	2021	SORENSEN WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN - Plan #002	3 / 3	$185,479 / $360,483
2020	Plan NameSORENSEN WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$68,666 / $185,479	2020	SORENSEN WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN - Plan #002	3 / 3	$68,666 / $185,479
2019	Plan NameSORENSEN WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$0 / $68,666	2019	SORENSEN WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN - Plan #002	3 / 3	$0 / $68,666