Olympic Wealth Management LLC

Form 5500

OLYMPIC WEALTH MANAGEMENT, LLC

19125 North Creek Parkway Suite 120, Bothell, Wa 98011 (425) 485-4700 EIN:27-3849675 Plan Admin:Eric Cumley

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameOLYMPIC WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$933,040 / $1,177,672	2023	OLYMPIC WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001	2 / 2	$933,040 / $1,177,672
2023	Plan NameOLYMPIC WEALTH MANAGEMENT, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$776,470 / $970,987	2023	OLYMPIC WEALTH MANAGEMENT, LLC CASH BALANCE PLAN - Plan #002	2 / 2	$776,470 / $970,987
2022	Plan NameOLYMPIC WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$1,117,515 / $933,040	2022	OLYMPIC WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001	2 / 2	$1,117,515 / $933,040
2022	Plan NameOLYMPIC WEALTH MANAGEMENT, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$586,461 / $776,470	2022	OLYMPIC WEALTH MANAGEMENT, LLC CASH BALANCE PLAN - Plan #002	2 / 2	$586,461 / $776,470
2021	Plan NameOLYMPIC WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$765,822 / $1,117,515	2021	OLYMPIC WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001	2 / 2	$765,822 / $1,117,515
2021	Plan NameOLYMPIC WEALTH MANAGEMENT, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$328,503 / $586,461	2021	OLYMPIC WEALTH MANAGEMENT, LLC CASH BALANCE PLAN - Plan #002	2 / 2	$328,503 / $586,461
2020	Plan NameOLYMPIC WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$631,229 / $765,822	2020	OLYMPIC WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001	2 / 2	$631,229 / $765,822
2020	Plan NameOLYMPIC WEALTH MANAGEMENT, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$126,700 / $328,503	2020	OLYMPIC WEALTH MANAGEMENT, LLC CASH BALANCE PLAN - Plan #002	2 / 2	$126,700 / $328,503
2019	Plan NameOLYMPIC WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$449,195 / $631,229	2019	OLYMPIC WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001	2 / 2	$449,195 / $631,229
2019	Plan NameOLYMPIC WEALTH MANAGEMENT, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$0 / $126,700	2019	OLYMPIC WEALTH MANAGEMENT, LLC CASH BALANCE PLAN - Plan #002	2 / 2	$0 / $126,700