Clute Wealth Management LLC

Form 5500

CLUTE WEALTH MANAGEMENT, LLC

152 Tom Miller Road, Plattsburgh, Ny 12901 (518) 561-5707 EIN:45-4167723 Plan Admin:Christina Ubl

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameCLUTE WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$1,774,075 / $2,244,063	2023	CLUTE WEALTH MANAGEMENT 401(K) PLAN - Plan #001	9 / 9	$1,774,075 / $2,244,063
2022	Plan NameCLUTE WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$2,178,381 / $1,774,075	2022	CLUTE WEALTH MANAGEMENT 401(K) PLAN - Plan #001	9 / 9	$2,178,381 / $1,774,075
2021	Plan NameCLUTE WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$1,750,996 / $2,178,381	2021	CLUTE WEALTH MANAGEMENT 401(K) PLAN - Plan #001	9 / 9	$1,750,996 / $2,178,381
2021	Plan NameCLUTE WEALTH MANAGEMENT CASH BALANCE PLAN Plan #002 Participants BOY/EOY7 / 0 Assets BOY/EOY$2,182,047 / $0	2021	CLUTE WEALTH MANAGEMENT CASH BALANCE PLAN - Plan #002	7 / 0	$2,182,047 / $0
2020	Plan NameCLUTE WEALTH MANAGEMENT CASH BALANCE PLAN Plan #002 Participants BOY/EOY7 / 7 Assets BOY/EOY$2,043,906 / $2,182,047	2020	CLUTE WEALTH MANAGEMENT CASH BALANCE PLAN - Plan #002	7 / 7	$2,043,906 / $2,182,047
2020	Plan NameCLUTE WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$1,375,333 / $1,750,996	2020	CLUTE WEALTH MANAGEMENT 401(K) PLAN - Plan #001	9 / 9	$1,375,333 / $1,750,996
2019	Plan NameCLUTE WEALTH MANAGEMENT CASH BALANCE PLAN Plan #002 Participants BOY/EOY8 / 6 Assets BOY/EOY$1,631,351 / $2,043,906	2019	CLUTE WEALTH MANAGEMENT CASH BALANCE PLAN - Plan #002	8 / 6	$1,631,351 / $2,043,906
2019	Plan NameCLUTE WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$1,024,115 / $1,375,333	2019	CLUTE WEALTH MANAGEMENT 401(K) PLAN - Plan #001	9 / 9	$1,024,115 / $1,375,333