New Planner Recruiting, LLC

Form 5500

NEW PLANNER RECRUITING, LLC

1860 Barnett Shoals Road Suite 103 Pmb 445, Athens, Ga 30605 (888) 666-1021 EIN:26-3965817 Plan Admin:Caleb Brown

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameNEW PLANNER RECRUITING, LLC 401(K) PLAN Plan #001 Participants BOY/EOY7 / 5 Assets BOY/EOY$58,449 / $77,225	2023	NEW PLANNER RECRUITING, LLC 401(K) PLAN - Plan #001	7 / 5	$58,449 / $77,225
2022	Plan NameNEW PLANNER RECRUITING, LLC 401(K) PLAN Plan #001 Participants BOY/EOY5 / 7 Assets BOY/EOY$29,341 / $58,449	2022	NEW PLANNER RECRUITING, LLC 401(K) PLAN - Plan #001	5 / 7	$29,341 / $58,449
2022	Plan NameNEW PLANNER RECRUITING, LLC GCF BENEFIT PLAN Plan #501 Participants BOY/EOY3 / 0 Assets BOY/EOY$3,532 / $0	2022	NEW PLANNER RECRUITING, LLC GCF BENEFIT PLAN - Plan #501	3 / 0	$3,532 / $0
2021	Plan NameNEW PLANNER RECRUITING, LLC 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$7,607 / $29,341	2021	NEW PLANNER RECRUITING, LLC 401(K) PLAN - Plan #001	4 / 4	$7,607 / $29,341
2021	Plan NameNEW PLANNER RECRUITING, LLC GCF BENEFIT PLAN Plan #501 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,022 / $3,532	2021	NEW PLANNER RECRUITING, LLC GCF BENEFIT PLAN - Plan #501	3 / 3	$1,022 / $3,532
2020	Plan NameNEW PLANNER RECRUITING, LLC 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$3,445 / $7,607	2020	NEW PLANNER RECRUITING, LLC 401(K) PLAN - Plan #001	4 / 4	$3,445 / $7,607
2020	Plan NameNEW PLANNER RECRUITING, LLC GCF BENEFIT PLAN Plan #501 Participants BOY/EOY2 / 3 Assets BOY/EOY$0 / $1,022	2020	NEW PLANNER RECRUITING, LLC GCF BENEFIT PLAN - Plan #501	2 / 3	$0 / $1,022
2019	Plan NameNEW PLANNER RECRUITING, LLC 401(K) PLAN Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$0 / $3,445	2019	NEW PLANNER RECRUITING, LLC 401(K) PLAN - Plan #001	4 / 5	$0 / $3,445