Marotta Wealth Management, Inc.

Form 5500

MAROTTA WEALTH MANAGEMENT, INC.

1000 Ednam Center Suite 200, Charlottesville, Va 22903 (877) 244-1001 EIN:54-1995147 Plan Admin:David John Marotta

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameMAROTTA WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY13 / 16 Assets BOY/EOY$2,760,395 / $2,845,998	2022	MAROTTA WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN - Plan #001	13 / 16	$2,760,395 / $2,845,998
2021	Plan NameMAROTTA WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY13 / 13 Assets BOY/EOY$2,115,147 / $2,760,395	2021	MAROTTA WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN - Plan #001	13 / 13	$2,115,147 / $2,760,395
2020	Plan NameMAROTTA WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY12 / 13 Assets BOY/EOY$2,724,736 / $2,115,147	2020	MAROTTA WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN - Plan #001	12 / 13	$2,724,736 / $2,115,147
2019	Plan NameMAROTTA WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY11 / 12 Assets BOY/EOY$2,039,061 / $2,724,736	2019	MAROTTA WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN - Plan #001	11 / 12	$2,039,061 / $2,724,736