Copperleaf Capital, LLC

Form 5500

COPPERLEAF CAPITAL, LLC

5904 Six Forks Rd STE 201, Raleigh, Nc 27609 (919) 787-9725 EIN:47-2687350 Plan Admin:Penny Mathis

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameCOPPERLEAF CAPITAL LLC 401(K) P/S PLAN Plan #003 Participants BOY/EOY10 / 10 Assets BOY/EOY$1,655,368 / $1,886,952	2023	COPPERLEAF CAPITAL LLC 401(K) P/S PLAN - Plan #003	10 / 10	$1,655,368 / $1,886,952
2022	Plan NameCOPPERLEAF CAPITAL LLC 401(K) P/S PLAN Plan #003 Participants BOY/EOY7 / 10 Assets BOY/EOY$1,757,802 / $1,655,368	2022	COPPERLEAF CAPITAL LLC 401(K) P/S PLAN - Plan #003	7 / 10	$1,757,802 / $1,655,368
2021	Plan NameCOPPERLEAF CAPITAL LLC 401(K) P/S PLAN Plan #003 Participants BOY/EOY8 / 7 Assets BOY/EOY$1,685,485 / $1,757,802	2021	COPPERLEAF CAPITAL LLC 401(K) P/S PLAN - Plan #003	8 / 7	$1,685,485 / $1,757,802
2020	Plan NameCOPPERLEAF CAPITAL LLC 401(K) P/S PLAN Plan #003 Participants BOY/EOY9 / 8 Assets BOY/EOY$1,401,867 / $1,685,485	2020	COPPERLEAF CAPITAL LLC 401(K) P/S PLAN - Plan #003	9 / 8	$1,401,867 / $1,685,485
2019	Plan NameCOPPERLEAF CAPITAL LLC 401(K) P/S PLAN Plan #003 Participants BOY/EOY9 / 9 Assets BOY/EOY$1,131,835 / $1,401,867	2019	COPPERLEAF CAPITAL LLC 401(K) P/S PLAN - Plan #003	9 / 9	$1,131,835 / $1,401,867