Kaiser Wealth Management

Form 5500

KAISER WEALTH MANAGEMENT

6101 Yellowstone Road, Suite 123, Cheyenne, Wy 82009 (307) 634-1547 EIN:83-0323333 Plan Admin:Jan Bishop

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameKAISER WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$1,158,681 / $1,353,416	2023	KAISER WEALTH MANAGEMENT 401(K) PLAN - Plan #001	2 / 2	$1,158,681 / $1,353,416
2022	Plan NameKAISER WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$1,237,778 / $1,158,681	2022	KAISER WEALTH MANAGEMENT 401(K) PLAN - Plan #001	2 / 2	$1,237,778 / $1,158,681
2021	Plan NameKAISER WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY3 / 2 Assets BOY/EOY$1,137,273 / $1,237,778	2021	KAISER WEALTH MANAGEMENT 401(K) PLAN - Plan #001	3 / 2	$1,137,273 / $1,237,778
2020	Plan NameKAISER WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,035,840 / $1,137,273	2020	KAISER WEALTH MANAGEMENT 401(K) PLAN - Plan #001	3 / 3	$1,035,840 / $1,137,273
2019	Plan NameKAISER WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY4 / 3 Assets BOY/EOY$863,603 / $1,035,840	2019	KAISER WEALTH MANAGEMENT 401(K) PLAN - Plan #001	4 / 3	$863,603 / $1,035,840