Whitley Penn LLP

Form 5500

WHITLEY PENN LLP

640 Taylor Street Suite 2200, Fort Worth, Tx 76102 (817) 259-9100 EIN:75-2393478 Plan Admin:Griff Babb

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameWHITLEY PENN 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY820 / 889 Assets BOY/EOY$113,709,741 / $99,333,747	2022	WHITLEY PENN 401(K) PROFIT SHARING PLAN - Plan #001	820 / 889	$113,709,741 / $99,333,747
2022	Plan NameWHITLEY PENN LLP CASH BALANCE PLAN Plan #003 Participants BOY/EOY67 / 62 Assets BOY/EOY$4,828,700 / $6,068,393	2022	WHITLEY PENN LLP CASH BALANCE PLAN - Plan #003	67 / 62	$4,828,700 / $6,068,393
2022	Plan NameWHITLEY PENN LLP HEALTH & WELFARE PLAN Plan #505 Participants BOY/EOY657 / 0 Assets BOY/EOY$0 / $0	2022	WHITLEY PENN LLP HEALTH & WELFARE PLAN - Plan #505	657 / 0	$0 / $0
2021	Plan NameWHITLEY PENN 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY710 / 820 Assets BOY/EOY$86,589,166 / $113,709,741	2021	WHITLEY PENN 401(K) PROFIT SHARING PLAN - Plan #001	710 / 820	$86,589,166 / $113,709,741
2021	Plan NameWHITLEY PENN LLP CASH BALANCE PLAN Plan #003 Participants BOY/EOY64 / 67 Assets BOY/EOY$2,343,320 / $4,828,700	2021	WHITLEY PENN LLP CASH BALANCE PLAN - Plan #003	64 / 67	$2,343,320 / $4,828,700
2021	Plan NameWHITLEY PENN LLP HEALTH & WELFARE PLAN Plan #505 Participants BOY/EOY627 / 0 Assets BOY/EOY$0 / $0	2021	WHITLEY PENN LLP HEALTH & WELFARE PLAN - Plan #505	627 / 0	$0 / $0
2020	Plan NameWHITLEY PENN 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY637 / 710 Assets BOY/EOY$60,682,471 / $86,589,166	2020	WHITLEY PENN 401(K) PROFIT SHARING PLAN - Plan #001	637 / 710	$60,682,471 / $86,589,166
2020	Plan NameWHITLEY PENN LLP CASH BALANCE PLAN Plan #003 Participants BOY/EOY64 / 64 Assets BOY/EOY$0 / $2,343,320	2020	WHITLEY PENN LLP CASH BALANCE PLAN - Plan #003	64 / 64	$0 / $2,343,320
2020	Plan NameWHITLEY PENN LLP HEALTH & WELFARE PLAN Plan #505 Participants BOY/EOY546 / 0 Assets BOY/EOY$0 / $0	2020	WHITLEY PENN LLP HEALTH & WELFARE PLAN - Plan #505	546 / 0	$0 / $0
2020	Plan NameWHITLEY PENN CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY98 / 0 Assets BOY/EOY$15,498,207 / $0	2020	WHITLEY PENN CASH BALANCE PENSION PLAN - Plan #002	98 / 0	$15,498,207 / $0
2019	Plan NameWHITLEY PENN 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY594 / 637 Assets BOY/EOY$48,245,357 / $60,682,471	2019	WHITLEY PENN 401(K) PROFIT SHARING PLAN - Plan #001	594 / 637	$48,245,357 / $60,682,471
2019	Plan NameWHITLEY PENN CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY105 / 98 Assets BOY/EOY$12,074,253 / $15,498,207	2019	WHITLEY PENN CASH BALANCE PENSION PLAN - Plan #002	105 / 98	$12,074,253 / $15,498,207
2019	Plan NameWHITLEY PENN LLP HEALTH & WELFARE PLAN Plan #505 Participants BOY/EOY484 / 0 Assets BOY/EOY$0 / $0	2019	WHITLEY PENN LLP HEALTH & WELFARE PLAN - Plan #505	484 / 0	$0 / $0