Kalispell Estate Planning, Inc.

Form 5500

KALISPELL ESTATE PLANNING, INC.

392 1st Avenue East North, Kalispell, Mt 59901 (406) 445-0069 EIN:20-5512918 Plan Admin:Brian C. Tanko

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameKALISPELL ESTATE PLANNING, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 4 Assets BOY/EOY$2,036,503 / $1,562,825	2022	KALISPELL ESTATE PLANNING, INC. 401(K) PROFIT SHARING PLAN - Plan #001	6 / 4	$2,036,503 / $1,562,825
2022	Plan NameKALISPELL ESTATE PLANNING, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$0 / $250,000	2022	KALISPELL ESTATE PLANNING, INC. CASH BALANCE PLAN - Plan #002	4 / 4	$0 / $250,000
2021	Plan NameKALISPELL ESTATE PLANNING, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 6 Assets BOY/EOY$1,619,363 / $2,036,503	2021	KALISPELL ESTATE PLANNING, INC. 401(K) PROFIT SHARING PLAN - Plan #001	4 / 6	$1,619,363 / $2,036,503
2020	Plan NameKALISPELL ESTATE PLANNING INC 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 4 Assets BOY/EOY$1,128,073 / $1,619,363	2020	KALISPELL ESTATE PLANNING INC 401K PROFIT SHARING PLAN - Plan #001	5 / 4	$1,128,073 / $1,619,363
2019	Plan NameKALISPELL ESTATE PLANNING INC 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$800,447 / $1,128,073	2019	KALISPELL ESTATE PLANNING INC 401K PROFIT SHARING PLAN - Plan #001	3 / 3	$800,447 / $1,128,073