Custom Wealth Strategies, LLC

Form 5500

CUSTOM WEALTH STRATEGIES, LLC

4990 Transit Road, Depew, Ny 14043 (716) 771-1888 EIN:47-1899843 Plan Admin:David Burgio

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameCUSTOM WEALTH STRATEGIES PENSION PLAN Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$1,411,107 / $1,429,338	2022	CUSTOM WEALTH STRATEGIES PENSION PLAN - Plan #002	4 / 4	$1,411,107 / $1,429,338
2022	Plan NameCUSTOM WEALTH STRATEGIES, LLC 401(K) PLAN Plan #003 Participants BOY/EOY5 / 4 Assets BOY/EOY$387,504 / $410,417	2022	CUSTOM WEALTH STRATEGIES, LLC 401(K) PLAN - Plan #003	5 / 4	$387,504 / $410,417
2021	Plan NameCUSTOM WEALTH STRATEGIES PENSION PLAN Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$1,050,478 / $1,411,107	2021	CUSTOM WEALTH STRATEGIES PENSION PLAN - Plan #002	4 / 4	$1,050,478 / $1,411,107
2021	Plan NameCUSTOM WEALTH STRATEGIES, LLC 401(K) PLAN Plan #003 Participants BOY/EOY4 / 5 Assets BOY/EOY$266,914 / $387,504	2021	CUSTOM WEALTH STRATEGIES, LLC 401(K) PLAN - Plan #003	4 / 5	$266,914 / $387,504
2020	Plan NameCUSTOM WEALTH STRATEGIES PENSION PLAN Plan #002 Participants BOY/EOY5 / 4 Assets BOY/EOY$823,046 / $1,050,478	2020	CUSTOM WEALTH STRATEGIES PENSION PLAN - Plan #002	5 / 4	$823,046 / $1,050,478
2020	Plan NameCUSTOM WEALTH STRATEGIES, LLC 401(K) PLAN Plan #003 Participants BOY/EOY7 / 4 Assets BOY/EOY$123,553 / $266,914	2020	CUSTOM WEALTH STRATEGIES, LLC 401(K) PLAN - Plan #003	7 / 4	$123,553 / $266,914
2019	Plan NameCUSTOM WEALTH STRATEGIES PENSION PLAN Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$531,054 / $823,046	2019	CUSTOM WEALTH STRATEGIES PENSION PLAN - Plan #002	4 / 4	$531,054 / $823,046
2019	Plan NameCUSTOM WEALTH STRATEGIES, LLC 401(K) PLAN Plan #003 Participants BOY/EOY8 / 7 Assets BOY/EOY$83,041 / $123,553	2019	CUSTOM WEALTH STRATEGIES, LLC 401(K) PLAN - Plan #003	8 / 7	$83,041 / $123,553