Creating and Managing Wealth, LLC

Form 5500

CREATING & MANAGING WEALTH, LLC

5201 North O'conner Blvd. Suite 200, Irving, Tx 75039 (972) 831-8866 EIN:26-0616662 Plan Admin:Christina Winters

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameCREATING & MANAGING WEALTH, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY7 / 11 Assets BOY/EOY$194,939 / $215,111	2022	CREATING & MANAGING WEALTH, LLC 401(K) PROFIT SHARING PLAN - Plan #001	7 / 11	$194,939 / $215,111
2022	Plan NameCREATING AND MANAGING WEALTH, L.L.C. CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY5 / 0 Assets BOY/EOY$86,249 / $0	2022	CREATING AND MANAGING WEALTH, L.L.C. CASH BALANCE PENSION PLAN - Plan #002	5 / 0	$86,249 / $0
2021	Plan NameCREATING & MANAGING WEALTH, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY8 / 7 Assets BOY/EOY$175,870 / $194,939	2021	CREATING & MANAGING WEALTH, LLC 401(K) PROFIT SHARING PLAN - Plan #001	8 / 7	$175,870 / $194,939
2021	Plan NameCREATING AND MANAGING WEALTH, L.L.C. CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY5 / 5 Assets BOY/EOY$35,652 / $86,249	2021	CREATING AND MANAGING WEALTH, L.L.C. CASH BALANCE PENSION PLAN - Plan #002	5 / 5	$35,652 / $86,249
2020	Plan NameCREATING & MANAGING WEALTH, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY12 / 8 Assets BOY/EOY$198,761 / $175,870	2020	CREATING & MANAGING WEALTH, LLC 401(K) PROFIT SHARING PLAN - Plan #001	12 / 8	$198,761 / $175,870
2020	Plan NameCREATING AND MANAGING WEALTH, L.L.C. CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY4 / 5 Assets BOY/EOY$73,822 / $35,652	2020	CREATING AND MANAGING WEALTH, L.L.C. CASH BALANCE PENSION PLAN - Plan #002	4 / 5	$73,822 / $35,652
2019	Plan NameCREATING & MANAGING WEALTH, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY11 / 12 Assets BOY/EOY$222,546 / $198,761	2019	CREATING & MANAGING WEALTH, LLC 401(K) PROFIT SHARING PLAN - Plan #001	11 / 12	$222,546 / $198,761
2019	Plan NameCREATING AND MANAGING WEALTH, L.L.C. CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$26,743 / $73,822	2019	CREATING AND MANAGING WEALTH, L.L.C. CASH BALANCE PENSION PLAN - Plan #002	4 / 4	$26,743 / $73,822