The Eckroth Planning Group, Inc.

Form 5500

THE ECKROTH PLANNING GROUP, INC.

2150 Gulf Shore Blvd North, Suite 7, Naples, FL 34102 (312) 266-8300 EIN:01-0603882 Plan Admin:Peter Eckroth

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameTHE ECKROTH PLANNING GROUP, INC. CASH BALANCE PENSION PLAN & TRUST Plan #002 Participants BOY/EOY9 / 9 Assets BOY/EOY$2,798,018 / $2,480,710	2022	THE ECKROTH PLANNING GROUP, INC. CASH BALANCE PENSION PLAN & TRUST - Plan #002	9 / 9	$2,798,018 / $2,480,710
2022	Plan NameTHE ECKROTH PLANNING GROUP, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY17 / 17 Assets BOY/EOY$1,692,801 / $984,684	2022	THE ECKROTH PLANNING GROUP, INC. 401(K) PROFIT SHARING PLAN - Plan #001	17 / 17	$1,692,801 / $984,684