Trajan Wealth, LLC

Form 5500

TRAJAN WEALTH, LLC

7702 E. Doubletree Ranch Rd.,, Scottsdale, Az 85258 (480) 990-3300 EIN:45-2884769 Plan Admin:Russell J. Snow, Ea

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameTRAJAN WEALTH, LLC 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY81 / 100 Assets BOY/EOY$3,051,281 / $2,932,720	2022	TRAJAN WEALTH, LLC 401(K) PROFIT SHARING PLAN - Plan #002	81 / 100	$3,051,281 / $2,932,720
2022	Plan NameTRAJAN WEALTH, LLC CASH BALANCE PLAN Plan #001 Participants BOY/EOY30 / 28 Assets BOY/EOY$1,667,369 / $1,622,340	2022	TRAJAN WEALTH, LLC CASH BALANCE PLAN - Plan #001	30 / 28	$1,667,369 / $1,622,340
2021	Plan NameTRAJAN WEALTH, LLC 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY41 / 74 Assets BOY/EOY$2,194,064 / $3,051,281	2021	TRAJAN WEALTH, LLC 401(K) PROFIT SHARING PLAN - Plan #002	41 / 74	$2,194,064 / $3,051,281
2021	Plan NameTRAJAN WEALTH, LLC CASH BALANCE PLAN Plan #001 Participants BOY/EOY26 / 31 Assets BOY/EOY$1,403,871 / $1,667,369	2021	TRAJAN WEALTH, LLC CASH BALANCE PLAN - Plan #001	26 / 31	$1,403,871 / $1,667,369
2020	Plan NameTRAJAN WEALTH, LLC 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY28 / 35 Assets BOY/EOY$1,337,112 / $2,194,064	2020	TRAJAN WEALTH, LLC 401(K) PROFIT SHARING PLAN - Plan #002	28 / 35	$1,337,112 / $2,194,064
2020	Plan NameTRAJAN WEALTH, LLC CASH BALANCE PLAN Plan #001 Participants BOY/EOY25 / 28 Assets BOY/EOY$1,141,910 / $1,403,871	2020	TRAJAN WEALTH, LLC CASH BALANCE PLAN - Plan #001	25 / 28	$1,141,910 / $1,403,871
2019	Plan NameTRAJAN WEALTH, LLC 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY14 / 28 Assets BOY/EOY$832,588 / $1,337,112	2019	TRAJAN WEALTH, LLC 401(K) PROFIT SHARING PLAN - Plan #002	14 / 28	$832,588 / $1,337,112
2019	Plan NameTRAJAN WEALTH, LLC CASH BALANCE PLAN Plan #001 Participants BOY/EOY12 / 17 Assets BOY/EOY$737,550 / $1,141,910	2019	TRAJAN WEALTH, LLC CASH BALANCE PLAN - Plan #001	12 / 17	$737,550 / $1,141,910