Worth Financial Planning, Inc.

Form 5500

WORTH FINANCIAL PLANNING, INC

8500 Menaul Blvd Suite A300, Albuquerque, Nm 87112 (505) 767-7950 EIN:20-4427087 Plan Admin:Michael Marsh

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameWORTH FINANCIAL PLANNING, INC CASH BALANCE PLAN Plan #002 Participants BOY/EOY5 / 5 Assets BOY/EOY$392,471 / $590,893	2022	WORTH FINANCIAL PLANNING, INC CASH BALANCE PLAN - Plan #002	5 / 5	$392,471 / $590,893
2022	Plan NameWORTH FINANCIAL PLANNING, INC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$308,630 / $384,927	2022	WORTH FINANCIAL PLANNING, INC 401(K) PROFIT SHARING PLAN - Plan #001	5 / 5	$308,630 / $384,927
2021	Plan NameWORTH FINANCIAL PLANNING, INC CASH BALANCE PLAN Plan #002 Participants BOY/EOY5 / 5 Assets BOY/EOY$202,913 / $392,471	2021	WORTH FINANCIAL PLANNING, INC CASH BALANCE PLAN - Plan #002	5 / 5	$202,913 / $392,471
2021	Plan NameWORTH FINANCIAL PLANNING, INC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$144,899 / $308,630	2021	WORTH FINANCIAL PLANNING, INC 401(K) PROFIT SHARING PLAN - Plan #001	4 / 5	$144,899 / $308,630
2020	Plan NameWORTH FINANCIAL PLANNING, INC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$0 / $144,899	2020	WORTH FINANCIAL PLANNING, INC 401(K) PROFIT SHARING PLAN - Plan #001	5 / 5	$0 / $144,899