Charlotte Wealth Management LLC

Form 5500

CHARLOTTE WEALTH MANAGEMENT, LLC

10715 Sikes Place Suite 100, Charlotte, Nc 28277 (704) 849-1001 EIN:26-4098125 Plan Admin:Stuart R. Gardner, Jr.

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameCHARLOTTE WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$841,433 / $605,802	2022	CHARLOTTE WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001	2 / 2	$841,433 / $605,802
2021	Plan NameCHARLOTTE WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$579,989 / $841,433	2021	CHARLOTTE WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001	2 / 2	$579,989 / $841,433
2020	Plan NameCHARLOTTE WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$443,730 / $579,989	2020	CHARLOTTE WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001	2 / 2	$443,730 / $579,989
2019	Plan NameCHARLOTTE WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$304,893 / $443,730	2019	CHARLOTTE WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001	2 / 2	$304,893 / $443,730
2015	Plan NameCHARLOTTE WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$58,835 / $98,057	2015	CHARLOTTE WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001	2 / 2	$58,835 / $98,057
2014	Plan NameCHARLOTTE WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$23,000 / $58,835	2014	CHARLOTTE WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001	2 / 2	$23,000 / $58,835
2013	Plan NameCHARLOTTE WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY0 / 2 Assets BOY/EOY$0 / $23,000	2013	CHARLOTTE WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001	0 / 2	$0 / $23,000