Johnson Wealth Management, LLC

Form 5500

JOHNSON WEALTH MANAGEMENT, LLC

322 Demers Ave., Suite 402, Grand Forks, Nd 58201 (701) 746-8310 EIN:43-1972922 Plan Admin:Derrick Johnson

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2024	Plan NameCREATED FROM JOHNSON WEALTH MANAGEMENT, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY2 / 0 Assets BOY/EOY$1,389,814 / $0	2024	CREATED FROM JOHNSON WEALTH MANAGEMENT, LLC CASH BALANCE PLAN - Plan #002	2 / 0	$1,389,814 / $0
2023	Plan NameJOHNSON WEALTH MANAGEMENT, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$1,109,588 / $1,389,814	2023	JOHNSON WEALTH MANAGEMENT, LLC CASH BALANCE PLAN - Plan #002	2 / 2	$1,109,588 / $1,389,814
2022	Plan NameJOHNSON WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$1,641,524 / $1,525,750	2022	JOHNSON WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001	2 / 2	$1,641,524 / $1,525,750
2022	Plan NameJOHNSON WEALTH MANAGEMENT, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$1,312,661 / $1,109,588	2022	JOHNSON WEALTH MANAGEMENT, LLC CASH BALANCE PLAN - Plan #002	2 / 2	$1,312,661 / $1,109,588
2021	Plan NameJOHNSON WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$1,284,832 / $1,641,524	2021	JOHNSON WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001	2 / 2	$1,284,832 / $1,641,524
2021	Plan NameJOHNSON WEALTH MANAGEMENT, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$1,035,347 / $1,312,661	2021	JOHNSON WEALTH MANAGEMENT, LLC CASH BALANCE PLAN - Plan #002	2 / 2	$1,035,347 / $1,312,661
2020	Plan NameJOHNSON WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$1,123,435 / $1,284,832	2020	JOHNSON WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001	2 / 2	$1,123,435 / $1,284,832
2020	Plan NameJOHNSON WEALTH MANAGEMENT, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$716,731 / $1,035,347	2020	JOHNSON WEALTH MANAGEMENT, LLC CASH BALANCE PLAN - Plan #002	2 / 2	$716,731 / $1,035,347
2019	Plan NameJOHNSON WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$845,555 / $1,123,435	2019	JOHNSON WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001	2 / 2	$845,555 / $1,123,435
2019	Plan NameJOHNSON WEALTH MANAGEMENT, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$494,659 / $716,731	2019	JOHNSON WEALTH MANAGEMENT, LLC CASH BALANCE PLAN - Plan #002	2 / 2	$494,659 / $716,731