You Need a Budget LLC

Form 5500

YOU NEED A BUDGET LLC

770 East Main Street Suite 236, Lehi, Ut 84043 (801) 610-9169 EIN:47-2847611 Plan Admin:Caitlin Wright

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameYOU NEED A BUDGET Plan #501 Participants BOY/EOY134 / 0 Assets BOY/EOY$0 / $0	2023	YOU NEED A BUDGET - Plan #501	134 / 0	$0 / $0
2022	Plan NameYOU NEED A BUDGET LLC 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY148 / 179 Assets BOY/EOY$7,379,045 / $8,693,915	2022	YOU NEED A BUDGET LLC 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001	148 / 179	$7,379,045 / $8,693,915
2022	Plan NameYOU NEED A BUDGET Plan #501 Participants BOY/EOY107 / 0 Assets BOY/EOY$0 / $0	2022	YOU NEED A BUDGET - Plan #501	107 / 0	$0 / $0
2021	Plan NameYOU NEED A BUDGET LLC 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY177 / 148 Assets BOY/EOY$4,281,080 / $7,379,045	2021	YOU NEED A BUDGET LLC 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001	177 / 148	$4,281,080 / $7,379,045
2020	Plan NameYOU NEED A BUDGET LLC 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY147 / 177 Assets BOY/EOY$2,946,410 / $4,281,080	2020	YOU NEED A BUDGET LLC 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001	147 / 177	$2,946,410 / $4,281,080
2019	Plan NameYOU NEED A BUDGET LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY109 / 147 Assets BOY/EOY$1,780,008 / $2,946,410	2019	YOU NEED A BUDGET LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	109 / 147	$1,780,008 / $2,946,410