Peterson Wealth Advisors, LLC

Form 5500

PETERSON WEALTH ADVISORS, LLC

360 West 920 North, Orem, Ut 84057 (801) 225-0000 EIN:26-1710863 Plan Admin:Scott Peterson

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NamePETERSON FINANCIAL 401K & PROFIT SHARING PLAN Plan #002 Participants BOY/EOY15 / 19 Assets BOY/EOY$3,195,326 / $4,141,530	2023	PETERSON FINANCIAL 401K & PROFIT SHARING PLAN - Plan #002	15 / 19	$3,195,326 / $4,141,530
2022	Plan NamePETERSON FINANCIAL 401K & PROFIT SHARING PLAN Plan #002 Participants BOY/EOY12 / 14 Assets BOY/EOY$3,808,602 / $3,195,326	2022	PETERSON FINANCIAL 401K & PROFIT SHARING PLAN - Plan #002	12 / 14	$3,808,602 / $3,195,326
2021	Plan NamePETERSON FINANCIAL 401K & PROFIT SHARING PLAN Plan #002 Participants BOY/EOY10 / 11 Assets BOY/EOY$2,869,218 / $3,808,602	2021	PETERSON FINANCIAL 401K & PROFIT SHARING PLAN - Plan #002	10 / 11	$2,869,218 / $3,808,602
2020	Plan NamePETERSON FINANCIAL 401K & PROFIT SHARING PLAN Plan #002 Participants BOY/EOY8 / 8 Assets BOY/EOY$2,280,346 / $2,869,218	2020	PETERSON FINANCIAL 401K & PROFIT SHARING PLAN - Plan #002	8 / 8	$2,280,346 / $2,869,218
2020	Plan NamePETERSON WEALTH ADVISORS, LLC CASH BALANCE PENSION PLAN Plan #003 Participants BOY/EOY10 / 0 Assets BOY/EOY$2,381,133 / $0	2020	PETERSON WEALTH ADVISORS, LLC CASH BALANCE PENSION PLAN - Plan #003	10 / 0	$2,381,133 / $0
2019	Plan NamePETERSON WEALTH ADVISORS, LLC CASH BALANCE PENSION PLAN Plan #003 Participants BOY/EOY9 / 10 Assets BOY/EOY$1,958,486 / $2,381,133	2019	PETERSON WEALTH ADVISORS, LLC CASH BALANCE PENSION PLAN - Plan #003	9 / 10	$1,958,486 / $2,381,133
2019	Plan NamePETERSON FINANCIAL 401K & PROFIT SHARING PLAN Plan #002 Participants BOY/EOY10 / 7 Assets BOY/EOY$2,054,570 / $2,280,346	2019	PETERSON FINANCIAL 401K & PROFIT SHARING PLAN - Plan #002	10 / 7	$2,054,570 / $2,280,346