Precision Planning, Inc.

Form 5500

PRECISION PLANNING, INC.

400 Pike Boulevard, Lawrenceville, Ga 30046 (770) 338-8103 EIN:58-1488078 Plan Admin:Carla T Carraway

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NamePRECISION PLANNING, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY89 / 82 Assets BOY/EOY$12,338,803 / $14,141,689	2023	PRECISION PLANNING, INC. 401(K) PROFIT SHARING PLAN - Plan #001	89 / 82	$12,338,803 / $14,141,689
2022	Plan NamePRECISION PLANNING, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY86 / 88 Assets BOY/EOY$17,087,217 / $12,338,803	2022	PRECISION PLANNING, INC. 401(K) PROFIT SHARING PLAN - Plan #001	86 / 88	$17,087,217 / $12,338,803
2021	Plan NamePRECISION PLANNING, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY90 / 85 Assets BOY/EOY$14,601,952 / $17,087,217	2021	PRECISION PLANNING, INC. 401(K) PROFIT SHARING PLAN - Plan #001	90 / 85	$14,601,952 / $17,087,217
2020	Plan NamePRECISION PLANNING, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY97 / 87 Assets BOY/EOY$11,604,568 / $14,601,952	2020	PRECISION PLANNING, INC. 401(K) PROFIT SHARING PLAN - Plan #001	97 / 87	$11,604,568 / $14,601,952
2019	Plan NamePRECISION PLANNING, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY94 / 98 Assets BOY/EOY$9,017,325 / $11,604,568	2019	PRECISION PLANNING, INC. 401(K) PROFIT SHARING PLAN - Plan #001	94 / 98	$9,017,325 / $11,604,568