Equity Planning Group, LTD.

Form 5500

EQUITY PLANNING GROUP, LTD

4041 W. Sylvania Ave., STE 200, Toledo, Oh 43623 (419) 842-3311 EIN:34-1904433 Plan Admin:Craig Joseph

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameEPG 401(K) PLAN Plan #001 Participants BOY/EOY10 / 9 Assets BOY/EOY$1,875,291 / $2,412,036	2023	EPG 401(K) PLAN - Plan #001	10 / 9	$1,875,291 / $2,412,036
2023	Plan NameEPG CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY10 / 10 Assets BOY/EOY$942,848 / $1,404,282	2023	EPG CASH BALANCE PENSION PLAN - Plan #002	10 / 10	$942,848 / $1,404,282
2022	Plan NameEPG 401(K) PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$2,138,607 / $1,875,291	2022	EPG 401(K) PLAN - Plan #001	8 / 8	$2,138,607 / $1,875,291
2022	Plan NameEPG CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY8 / 10 Assets BOY/EOY$674,487 / $942,848	2022	EPG CASH BALANCE PENSION PLAN - Plan #002	8 / 10	$674,487 / $942,848
2021	Plan NameEPG 401(K) PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$1,750,321 / $2,138,607	2021	EPG 401(K) PLAN - Plan #001	8 / 8	$1,750,321 / $2,138,607
2021	Plan NameEPG CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY8 / 8 Assets BOY/EOY$331,000 / $674,487	2021	EPG CASH BALANCE PENSION PLAN - Plan #002	8 / 8	$331,000 / $674,487
2020	Plan NameEPG 401(K) PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$1,335,629 / $1,750,321	2020	EPG 401(K) PLAN - Plan #001	8 / 8	$1,335,629 / $1,750,321
2020	Plan NameEPG CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY8 / 8 Assets BOY/EOY$0 / $331,000	2020	EPG CASH BALANCE PENSION PLAN - Plan #002	8 / 8	$0 / $331,000
2019	Plan NameEPG 401(K) PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$978,286 / $1,335,629	2019	EPG 401(K) PLAN - Plan #001	8 / 8	$978,286 / $1,335,629