Prosperity Planning, Inc.

Form 5500

PROSPERITY PLANNING, INC.

1920 Buchanan St., North Kansas City, Mo 64116 (816) 587-7526 EIN:20-0974003 Plan Admin:Patti Pluenneke

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NamePROSPERITY PLANNING, INC. 401(K) P/S PLAN Plan #001 Participants BOY/EOY12 / 13 Assets BOY/EOY$1,780,582 / $1,724,829	2023	PROSPERITY PLANNING, INC. 401(K) P/S PLAN - Plan #001	12 / 13	$1,780,582 / $1,724,829
2022	Plan NamePROSPERITY PLANNING, INC. 401(K) P/S PLAN Plan #001 Participants BOY/EOY11 / 12 Assets BOY/EOY$2,018,562 / $1,780,582	2022	PROSPERITY PLANNING, INC. 401(K) P/S PLAN - Plan #001	11 / 12	$2,018,562 / $1,780,582
2021	Plan NamePROSPERITY PLANNING, INC. 401(K) P/S PLAN Plan #001 Participants BOY/EOY11 / 11 Assets BOY/EOY$1,659,885 / $2,018,562	2021	PROSPERITY PLANNING, INC. 401(K) P/S PLAN - Plan #001	11 / 11	$1,659,885 / $2,018,562
2020	Plan NamePROSPERITY PLANNING, INC. 401(K) P/S PLAN Plan #001 Participants BOY/EOY11 / 11 Assets BOY/EOY$1,382,788 / $1,659,885	2020	PROSPERITY PLANNING, INC. 401(K) P/S PLAN - Plan #001	11 / 11	$1,382,788 / $1,659,885
2019	Plan NamePROSPERITY PLANNING, INC. 401(K) P/S PLAN Plan #001 Participants BOY/EOY11 / 12 Assets BOY/EOY$1,008,627 / $1,382,788	2019	PROSPERITY PLANNING, INC. 401(K) P/S PLAN - Plan #001	11 / 12	$1,008,627 / $1,382,788