Highmark Wealth Management LLC

Form 5500

HIGHMARK WEALTH MANAGEMENT LLC

30 East 7th Street, Suite 3535, St. Paul, Mn 55101 (651) 829-3300 EIN:45-5553673 Plan Admin:Todd Arens

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameHIGHMARK WEALTH MANAGEMENT 401(K) Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$1,449,666 / $1,159,626	2022	HIGHMARK WEALTH MANAGEMENT 401(K) - Plan #001	6 / 6	$1,449,666 / $1,159,626
2022	Plan NameHIGHMARK WEALTH MANAGEMENT CASH BALANCE PLAN Plan #002 Participants BOY/EOY6 / 6 Assets BOY/EOY$474,734 / $731,331	2022	HIGHMARK WEALTH MANAGEMENT CASH BALANCE PLAN - Plan #002	6 / 6	$474,734 / $731,331
2021	Plan NameHIGHMARK WEALTH MANAGEMENT 401(K) Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$1,141,809 / $1,449,666	2021	HIGHMARK WEALTH MANAGEMENT 401(K) - Plan #001	6 / 6	$1,141,809 / $1,449,666
2021	Plan NameHIGHMARK WEALTH MANAGEMENT CASH BALANCE PLAN Plan #002 Participants BOY/EOY6 / 6 Assets BOY/EOY$271,799 / $474,734	2021	HIGHMARK WEALTH MANAGEMENT CASH BALANCE PLAN - Plan #002	6 / 6	$271,799 / $474,734
2020	Plan NameHIGHMARK WEALTH MANAGEMENT 401(K) Plan #001 Participants BOY/EOY5 / 6 Assets BOY/EOY$733,231 / $1,141,809	2020	HIGHMARK WEALTH MANAGEMENT 401(K) - Plan #001	5 / 6	$733,231 / $1,141,809
2020	Plan NameHIGHMARK WEALTH MANAGEMENT CASH BALANCE PLAN Plan #002 Participants BOY/EOY5 / 6 Assets BOY/EOY$0 / $271,799	2020	HIGHMARK WEALTH MANAGEMENT CASH BALANCE PLAN - Plan #002	5 / 6	$0 / $271,799
2019	Plan NameHIGHMARK WEALTH MANAGEMENT 401(K) Plan #001 Participants BOY/EOY6 / 5 Assets BOY/EOY$559,317 / $733,231	2019	HIGHMARK WEALTH MANAGEMENT 401(K) - Plan #001	6 / 5	$559,317 / $733,231