D. Scott Neal, Inc.

Form 5500

D. SCOTT NEAL, INC.

6440 Dutchmans Pkwy STE 201, Louisville, Ky 40205 (502) 216-8381 EIN:61-1287393 Plan Admin:Jerome G. Zimmerer

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameD. SCOTT NEAL, INC. 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY9 / 10 Assets BOY/EOY$1,430,492 / $1,695,463	2023	D. SCOTT NEAL, INC. 401K PROFIT SHARING PLAN - Plan #001	9 / 10	$1,430,492 / $1,695,463
2022	Plan NameD. SCOTT NEAL, INC. 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY8 / 9 Assets BOY/EOY$1,455,629 / $1,430,492	2022	D. SCOTT NEAL, INC. 401K PROFIT SHARING PLAN - Plan #001	8 / 9	$1,455,629 / $1,430,492
2021	Plan NameD. SCOTT NEAL, INC. 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY8 / 7 Assets BOY/EOY$1,146,210 / $1,455,629	2021	D. SCOTT NEAL, INC. 401K PROFIT SHARING PLAN - Plan #001	8 / 7	$1,146,210 / $1,455,629
2020	Plan NameD. SCOTT NEAL, INC. 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY9 / 8 Assets BOY/EOY$1,110,614 / $1,146,210	2020	D. SCOTT NEAL, INC. 401K PROFIT SHARING PLAN - Plan #001	9 / 8	$1,110,614 / $1,146,210
2019	Plan NameD. SCOTT NEAL, INC. 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$877,354 / $1,110,614	2019	D. SCOTT NEAL, INC. 401K PROFIT SHARING PLAN - Plan #001	9 / 9	$877,354 / $1,110,614