Caplan and Earnest LLC

Form 5500

CAPLAN AND EARNEST, LLC

3107 Iris Ave, STE 100, Boulder, Co 80301 (303) 443-8010 EIN:84-1291084 Plan Admin:Barbara Glogiewicz

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameCAPLAN AND EARNEST, LLC 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY83 / 79 Assets BOY/EOY$9,616,671 / $11,796,337	2023	CAPLAN AND EARNEST, LLC 401(K) PROFIT SHARING PLAN - Plan #002	83 / 79	$9,616,671 / $11,796,337
2022	Plan NameCAPLAN AND EARNEST, LLC 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY79 / 77 Assets BOY/EOY$13,357,921 / $9,616,671	2022	CAPLAN AND EARNEST, LLC 401(K) PROFIT SHARING PLAN - Plan #002	79 / 77	$13,357,921 / $9,616,671
2021	Plan NameCAPLAN AND EARNEST, LLC 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY65 / 70 Assets BOY/EOY$11,412,637 / $13,357,921	2021	CAPLAN AND EARNEST, LLC 401(K) PROFIT SHARING PLAN - Plan #002	65 / 70	$11,412,637 / $13,357,921
2020	Plan NameCAPLAN AND EARNEST, LLC 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY61 / 58 Assets BOY/EOY$7,970,258 / $11,412,637	2020	CAPLAN AND EARNEST, LLC 401(K) PROFIT SHARING PLAN - Plan #002	61 / 58	$7,970,258 / $11,412,637
2019	Plan NameCAPLAN AND EARNEST, LLC 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY59 / 55 Assets BOY/EOY$6,078,122 / $7,970,258	2019	CAPLAN AND EARNEST, LLC 401(K) PROFIT SHARING PLAN - Plan #002	59 / 55	$6,078,122 / $7,970,258