Settlement Planners, Inc.

Form 5500

SETTLEMENT PLANNERS INC

3688 Coldwater Dr, Rocklin, Ca 95765 (916) 714-7200 EIN:77-0203205 Plan Admin:Edward Rojas

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameSETTLEMENT PLANNERS INC 401(K) PROFIT SHARING PLAN & TRUST Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$291,131 / $480,461	2023	SETTLEMENT PLANNERS INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #002	4 / 4	$291,131 / $480,461
2022	Plan NameSETTLEMENT PLANNERS INC 401(K) PROFIT SHARING PLAN & TRUST Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$240,967 / $291,131	2022	SETTLEMENT PLANNERS INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #002	4 / 4	$240,967 / $291,131
2021	Plan NameSETTLEMENT PLANNERS INC 401(K) PROFIT SHARING PLAN & TRUST Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$142,757 / $240,967	2021	SETTLEMENT PLANNERS INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #002	4 / 4	$142,757 / $240,967
2020	Plan NameSETTLEMENT PLANNERS INC 401(K) PROFIT SHARING PLAN & TRUST Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$80,585 / $142,757	2020	SETTLEMENT PLANNERS INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #002	4 / 4	$80,585 / $142,757
2019	Plan NameSETTLEMENT PLANNERS INC 401(K) PROFIT SHARING PLAN & TRUST Plan #002 Participants BOY/EOY3 / 4 Assets BOY/EOY$34,094 / $80,585	2019	SETTLEMENT PLANNERS INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #002	3 / 4	$34,094 / $80,585