Consolidated Planning Holdings, Inc.

Form 5500

CONSOLIDATED PLANNING HOLDINGS, INC

6115 Park South Drive, Suite 200, Charlotte, Nc 28210 (704) 552-8507 EIN:45-4578110 Plan Admin:Amy Cook

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameCONSOLIDATED PLANNING 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY23 / 21 Assets BOY/EOY$660,603 / $892,325	2023	CONSOLIDATED PLANNING 401(K) PROFIT SHARING PLAN - Plan #001	23 / 21	$660,603 / $892,325
2022	Plan NameCONSOLIDATED PLANNING 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY23 / 18 Assets BOY/EOY$760,833 / $660,603	2022	CONSOLIDATED PLANNING 401(K) PROFIT SHARING PLAN - Plan #001	23 / 18	$760,833 / $660,603
2021	Plan NameCONSOLIDATED PLANNING 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY21 / 21 Assets BOY/EOY$393,320 / $760,833	2021	CONSOLIDATED PLANNING 401(K) PROFIT SHARING PLAN - Plan #001	21 / 21	$393,320 / $760,833
2020	Plan NameCONSOLIDATED PLANNING 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY21 / 16 Assets BOY/EOY$287,073 / $393,320	2020	CONSOLIDATED PLANNING 401(K) PROFIT SHARING PLAN - Plan #001	21 / 16	$287,073 / $393,320
2019	Plan NameCONSOLIDATED PLANNING 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY21 / 21 Assets BOY/EOY$161,075 / $287,073	2019	CONSOLIDATED PLANNING 401(K) PROFIT SHARING PLAN - Plan #001	21 / 21	$161,075 / $287,073