Laurel Wealth Planning

Form 5500

LAUREL WEALTH PLANNING

3300 Edinborough Way, Suite 790, Edina, Mn 55435 (952) 854-6250 EIN:45-3971980 Plan Admin:Katie Then

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameLAUREL WEALTH PLANNING 401(K) SAVINGS PLAN Plan #001 Participants BOY/EOY10 / 7 Assets BOY/EOY$1,159,298 / $880,748	2023	LAUREL WEALTH PLANNING 401(K) SAVINGS PLAN - Plan #001	10 / 7	$1,159,298 / $880,748
2022	Plan NameLAUREL WEALTH PLANNING 401(K) SAVINGS PLAN Plan #001 Participants BOY/EOY6 / 10 Assets BOY/EOY$1,186,500 / $1,159,298	2022	LAUREL WEALTH PLANNING 401(K) SAVINGS PLAN - Plan #001	6 / 10	$1,186,500 / $1,159,298
2021	Plan NameLAUREL WEALTH PLANNING 401(K) SAVINGS PLAN Plan #001 Participants BOY/EOY9 / 6 Assets BOY/EOY$666,725 / $1,186,500	2021	LAUREL WEALTH PLANNING 401(K) SAVINGS PLAN - Plan #001	9 / 6	$666,725 / $1,186,500
2020	Plan NameLAUREL WEALTH PLANNING 401(K) SAVINGS PLAN Plan #001 Participants BOY/EOY8 / 9 Assets BOY/EOY$436,456 / $666,725	2020	LAUREL WEALTH PLANNING 401(K) SAVINGS PLAN - Plan #001	8 / 9	$436,456 / $666,725
2019	Plan NameLAUREL WEALTH PLANNING 401(K) SAVINGS PLAN Plan #001 Participants BOY/EOY9 / 8 Assets BOY/EOY$300,808 / $436,456	2019	LAUREL WEALTH PLANNING 401(K) SAVINGS PLAN - Plan #001	9 / 8	$300,808 / $436,456