Penn Wealth Planning, LLC

Form 5500

PENN WEALTH PLANNING, LLC

6444 Lower York Rd., New Hope, Pa 18938 (215) 862-7080 EIN:14-1846242 Plan Admin:Christopher Kelly

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NamePENN WEALTH PLANNING, LLC 401(K) & PSP Plan #001 Participants BOY/EOY13 / 13 Assets BOY/EOY$3,625,647 / $4,586,931	2023	PENN WEALTH PLANNING, LLC 401(K) & PSP - Plan #001	13 / 13	$3,625,647 / $4,586,931
2022	Plan NamePENN WEALTH PLANNING, LLC 401(K) & PSP Plan #001 Participants BOY/EOY11 / 12 Assets BOY/EOY$4,406,996 / $3,625,647	2022	PENN WEALTH PLANNING, LLC 401(K) & PSP - Plan #001	11 / 12	$4,406,996 / $3,625,647
2021	Plan NamePENN WEALTH PLANNING, LLC 401(K) & PSP Plan #001 Participants BOY/EOY9 / 10 Assets BOY/EOY$3,717,762 / $4,406,996	2021	PENN WEALTH PLANNING, LLC 401(K) & PSP - Plan #001	9 / 10	$3,717,762 / $4,406,996
2020	Plan NamePENN WEALTH PLANNING, LLC 401(K) & PSP Plan #001 Participants BOY/EOY8 / 9 Assets BOY/EOY$2,843,230 / $3,717,762	2020	PENN WEALTH PLANNING, LLC 401(K) & PSP - Plan #001	8 / 9	$2,843,230 / $3,717,762
2019	Plan NamePENN WEALTH PLANNING, LLC 401(K) & PSP Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$2,157,250 / $2,843,230	2019	PENN WEALTH PLANNING, LLC 401(K) & PSP - Plan #001	7 / 7	$2,157,250 / $2,843,230