Sec Planning, LLC

Form 5500

SEC PLANNING, LLC

4201 W. Parmer Lane, BLDG A STE 220, Austin, Tx 78727 (512) 246-7003 EIN:26-2805454 Plan Admin:Peter Verdicchio

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameSEC PLANNING, LLC 401(K) PLAN Plan #001 Participants BOY/EOY22 / 22 Assets BOY/EOY$2,210,768 / $2,900,907	2023	SEC PLANNING, LLC 401(K) PLAN - Plan #001	22 / 22	$2,210,768 / $2,900,907
2022	Plan NameSEC PLANNING, LLC 401(K) PLAN Plan #001 Participants BOY/EOY18 / 21 Assets BOY/EOY$2,261,530 / $2,210,768	2022	SEC PLANNING, LLC 401(K) PLAN - Plan #001	18 / 21	$2,261,530 / $2,210,768
2021	Plan NameSEC PLANNING, LLC 401(K) PLAN Plan #001 Participants BOY/EOY17 / 17 Assets BOY/EOY$1,751,430 / $2,261,530	2021	SEC PLANNING, LLC 401(K) PLAN - Plan #001	17 / 17	$1,751,430 / $2,261,530
2020	Plan NameSEC PLANNING, LLC 401(K) PLAN Plan #001 Participants BOY/EOY17 / 17 Assets BOY/EOY$1,351,892 / $1,751,430	2020	SEC PLANNING, LLC 401(K) PLAN - Plan #001	17 / 17	$1,351,892 / $1,751,430
2019	Plan NameSEC PLANNING, LLC 401(K) PLAN Plan #001 Participants BOY/EOY15 / 16 Assets BOY/EOY$937,665 / $1,351,892	2019	SEC PLANNING, LLC 401(K) PLAN - Plan #001	15 / 16	$937,665 / $1,351,892