Capital Planning Services

Form 5500

CAPITAL PLANNING SERVICES, CORP.

4505 Saucon Creek Road Suite 100, Center Valley, Pa 18034 (610) 871-3500 EIN:23-2872074 Plan Admin:Ann Brinckman

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameCAPITAL PLANNING SERVICES, CORP. 401(K) PLAN Plan #001 Participants BOY/EOY14 / 18 Assets BOY/EOY$2,114,537 / $1,823,845	2022	CAPITAL PLANNING SERVICES, CORP. 401(K) PLAN - Plan #001	14 / 18	$2,114,537 / $1,823,845
2021	Plan NameCAPITAL PLANNING SERVICES, CORP. 401(K) PLAN Plan #001 Participants BOY/EOY12 / 14 Assets BOY/EOY$1,655,948 / $2,114,537	2021	CAPITAL PLANNING SERVICES, CORP. 401(K) PLAN - Plan #001	12 / 14	$1,655,948 / $2,114,537
2020	Plan NameCAPITAL PLANNING SERVICES, CORP. 401(K) PLAN Plan #001 Participants BOY/EOY12 / 12 Assets BOY/EOY$1,451,668 / $1,655,948	2020	CAPITAL PLANNING SERVICES, CORP. 401(K) PLAN - Plan #001	12 / 12	$1,451,668 / $1,655,948
2019	Plan NameCAPITAL PLANNING SERVICES, CORP. 401(K) PLAN Plan #001 Participants BOY/EOY10 / 12 Assets BOY/EOY$1,022,971 / $1,451,668	2019	CAPITAL PLANNING SERVICES, CORP. 401(K) PLAN - Plan #001	10 / 12	$1,022,971 / $1,451,668