Planned Asset Management, LLC

Form 5500

PLANNED ASSET MANAGEMENT, LLC

27001 Agoura Road, #150, Calabasas, Ca 91301 (818) 708-6888 EIN:95-3988376 Plan Admin:Morrie Reiff

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NamePLANNED ASSET MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY7 / 7 Assets BOY/EOY$19,112,723 / $8,733,655	2022	PLANNED ASSET MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN - Plan #002	7 / 7	$19,112,723 / $8,733,655
2021	Plan NamePLANNED ASSET MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY6 / 7 Assets BOY/EOY$12,607,547 / $19,112,723	2021	PLANNED ASSET MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN - Plan #002	6 / 7	$12,607,547 / $19,112,723
2020	Plan NamePLANNED ASSET MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY7 / 6 Assets BOY/EOY$9,891,925 / $12,607,547	2020	PLANNED ASSET MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN - Plan #002	7 / 6	$9,891,925 / $12,607,547
2019	Plan NamePLANNED ASSET MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY7 / 6 Assets BOY/EOY$5,646,510 / $9,891,925	2019	PLANNED ASSET MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN - Plan #002	7 / 6	$5,646,510 / $9,891,925