Michigan Planners, Inc.

Form 5500

MICHIGAN PLANNERS, INC.

59259 Van Dyke Road, Washington Township, Mi 48094 (586) 263-9000 EIN:38-2449723 Plan Admin:Luke Fogarty

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameMICHIGAN PLANNERS, INC. 401(K) PLAN Plan #002 Participants BOY/EOY60 / 69 Assets BOY/EOY$7,956,785 / $9,384,300	2023	MICHIGAN PLANNERS, INC. 401(K) PLAN - Plan #002	60 / 69	$7,956,785 / $9,384,300
2023	Plan NameMICHIGAN PLANNERS, INC. CASH BALANCE PENSION PLAN Plan #003 Participants BOY/EOY46 / 48 Assets BOY/EOY$3,139,986 / $3,724,907	2023	MICHIGAN PLANNERS, INC. CASH BALANCE PENSION PLAN - Plan #003	46 / 48	$3,139,986 / $3,724,907
2022	Plan NameMICHIGAN PLANNERS, INC. 401(K) PLAN Plan #002 Participants BOY/EOY55 / 60 Assets BOY/EOY$8,621,552 / $7,956,785	2022	MICHIGAN PLANNERS, INC. 401(K) PLAN - Plan #002	55 / 60	$8,621,552 / $7,956,785
2022	Plan NameMICHIGAN PLANNERS, INC. CASH BALANCE PENSION PLAN Plan #003 Participants BOY/EOY36 / 40 Assets BOY/EOY$2,922,331 / $3,139,986	2022	MICHIGAN PLANNERS, INC. CASH BALANCE PENSION PLAN - Plan #003	36 / 40	$2,922,331 / $3,139,986
2021	Plan NameMICHIGAN PLANNERS, INC. 401(K) PLAN Plan #002 Participants BOY/EOY40 / 55 Assets BOY/EOY$6,586,426 / $8,621,552	2021	MICHIGAN PLANNERS, INC. 401(K) PLAN - Plan #002	40 / 55	$6,586,426 / $8,621,552
2021	Plan NameMICHIGAN PLANNERS, INC. CASH BALANCE PENSION PLAN Plan #003 Participants BOY/EOY32 / 32 Assets BOY/EOY$2,256,927 / $2,922,331	2021	MICHIGAN PLANNERS, INC. CASH BALANCE PENSION PLAN - Plan #003	32 / 32	$2,256,927 / $2,922,331
2020	Plan NameMICHIGAN PLANNERS, INC. 401(K) PLAN Plan #002 Participants BOY/EOY34 / 37 Assets BOY/EOY$5,627,411 / $6,586,426	2020	MICHIGAN PLANNERS, INC. 401(K) PLAN - Plan #002	34 / 37	$5,627,411 / $6,586,426
2020	Plan NameMICHIGAN PLANNERS, INC. CASH BALANCE PENSION PLAN Plan #003 Participants BOY/EOY30 / 30 Assets BOY/EOY$1,732,082 / $2,256,927	2020	MICHIGAN PLANNERS, INC. CASH BALANCE PENSION PLAN - Plan #003	30 / 30	$1,732,082 / $2,256,927
2019	Plan NameMICHIGAN PLANNERS, INC. 401(K) PLAN Plan #002 Participants BOY/EOY30 / 32 Assets BOY/EOY$4,338,530 / $5,627,411	2019	MICHIGAN PLANNERS, INC. 401(K) PLAN - Plan #002	30 / 32	$4,338,530 / $5,627,411
2019	Plan NameMICHIGAN PLANNERS, INC. CASH BALANCE PENSION PLAN Plan #003 Participants BOY/EOY24 / 28 Assets BOY/EOY$1,276,975 / $1,732,082	2019	MICHIGAN PLANNERS, INC. CASH BALANCE PENSION PLAN - Plan #003	24 / 28	$1,276,975 / $1,732,082