Heimlich Financial Group LLC

Form 5500

HEIMLICH FINANCIAL GROUP, LLC

4617 16th Avenue, Brooklyn, Ny 11204 (718) 853-9734 EIN:20-1521478 Plan Admin:Jorge Heimlich

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameHEIMLICH FINANCIAL GROUP, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$83,140 / $94,060	2022	HEIMLICH FINANCIAL GROUP, LLC 401(K) PROFIT SHARING PLAN - Plan #001	7 / 7	$83,140 / $94,060
2021	Plan NameHEIMLICH FINANCIAL GROUP, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 7 Assets BOY/EOY$72,220 / $83,140	2021	HEIMLICH FINANCIAL GROUP, LLC 401(K) PROFIT SHARING PLAN - Plan #001	6 / 7	$72,220 / $83,140
2020	Plan NameHEIMLICH FINANCIAL GROUP, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$61,300 / $72,220	2020	HEIMLICH FINANCIAL GROUP, LLC 401(K) PROFIT SHARING PLAN - Plan #001	6 / 6	$61,300 / $72,220
2019	Plan NameHEIMLICH FINANCIAL GROUP, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 5 Assets BOY/EOY$50,380 / $61,300	2019	HEIMLICH FINANCIAL GROUP, LLC 401(K) PROFIT SHARING PLAN - Plan #001	6 / 5	$50,380 / $61,300