Mba Wealth Management, Inc.

Form 5500

MBA WEALTH MANAGEMENT, INC.

6363 W 120th Ave., Ste. 201, Broomfield, Co 80020 (720) 318-8606 EIN:27-4523594 Plan Admin:Reid Johnson

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameMBA WEALTH MANAGEMENT DEFINED BENEFIT PLAN Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$1,450,682 / $1,870,824	2023	MBA WEALTH MANAGEMENT DEFINED BENEFIT PLAN - Plan #002	4 / 4	$1,450,682 / $1,870,824
2023	Plan NameMBA WEALTH EMPLOYEES' RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY7 / 6 Assets BOY/EOY$611,657 / $817,250	2023	MBA WEALTH EMPLOYEES' RETIREMENT SAVINGS PLAN - Plan #001	7 / 6	$611,657 / $817,250
2022	Plan NameMBA WEALTH MANAGEMENT DEFINED BENEFIT PLAN Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$1,282,246 / $1,450,682	2022	MBA WEALTH MANAGEMENT DEFINED BENEFIT PLAN - Plan #002	4 / 4	$1,282,246 / $1,450,682
2022	Plan NameMBA WEALTH EMPLOYEES' RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$999,094 / $611,657	2022	MBA WEALTH EMPLOYEES' RETIREMENT SAVINGS PLAN - Plan #001	7 / 7	$999,094 / $611,657
2021	Plan NameMBA WEALTH MANAGEMENT DEFINED BENEFIT PLAN Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$933,196 / $1,282,246	2021	MBA WEALTH MANAGEMENT DEFINED BENEFIT PLAN - Plan #002	4 / 4	$933,196 / $1,282,246
2021	Plan NameMBA WEALTH EMPLOYEES' RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY6 / 7 Assets BOY/EOY$544,108 / $999,094	2021	MBA WEALTH EMPLOYEES' RETIREMENT SAVINGS PLAN - Plan #001	6 / 7	$544,108 / $999,094
2020	Plan NameMBA WEALTH MANAGEMENT DEFINED BENEFIT PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$558,289 / $933,196	2020	MBA WEALTH MANAGEMENT DEFINED BENEFIT PLAN - Plan #002	3 / 3	$558,289 / $933,196
2020	Plan NameMBA WEALTH EMPLOYEES' RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY5 / 6 Assets BOY/EOY$394,272 / $544,108	2020	MBA WEALTH EMPLOYEES' RETIREMENT SAVINGS PLAN - Plan #001	5 / 6	$394,272 / $544,108
2019	Plan NameMBA WEALTH MANAGEMENT DEFINED BENEFIT PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$269,821 / $558,289	2019	MBA WEALTH MANAGEMENT DEFINED BENEFIT PLAN - Plan #002	3 / 3	$269,821 / $558,289
2019	Plan NameMBA WEALTH EMPLOYEES' RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$284,557 / $394,272	2019	MBA WEALTH EMPLOYEES' RETIREMENT SAVINGS PLAN - Plan #001	5 / 5	$284,557 / $394,272