Enterprise Group Planning, Inc.

Form 5500

ENTERPRISE GROUP PLANNING, INC.

5910 Harper Road, Solon, Oh 44139 (440) 349-2210 EIN:34-1262548 Plan Admin:Kenneth A Uveges

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameENTERPRISE GROUP PLANNING, INC. 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY37 / 27 Assets BOY/EOY$2,528,958 / $3,086,669	2023	ENTERPRISE GROUP PLANNING, INC. 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001	37 / 27	$2,528,958 / $3,086,669
2022	Plan NameENTERPRISE GROUP PLANNING, INC. 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY30 / 37 Assets BOY/EOY$2,865,479 / $2,528,958	2022	ENTERPRISE GROUP PLANNING, INC. 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001	30 / 37	$2,865,479 / $2,528,958
2021	Plan NameENTERPRISE GROUP PLANNING, INC. 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY37 / 30 Assets BOY/EOY$2,866,536 / $2,865,479	2021	ENTERPRISE GROUP PLANNING, INC. 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001	37 / 30	$2,866,536 / $2,865,479
2020	Plan NameENTERPRISE GROUP PLANNING, INC. 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY33 / 37 Assets BOY/EOY$2,391,012 / $2,866,536	2020	ENTERPRISE GROUP PLANNING, INC. 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001	33 / 37	$2,391,012 / $2,866,536
2019	Plan NameENTERPRISE GROUP PLANNING INC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY26 / 31 Assets BOY/EOY$2,162,142 / $2,391,012	2019	ENTERPRISE GROUP PLANNING INC 401(K) PROFIT SHARING PLAN - Plan #001	26 / 31	$2,162,142 / $2,391,012