Xy Planning Network, LLC

Form 5500

XY PLANNING NETWORK, LLC

24 East Main Street, Bozeman, Mt 59715 (406) 413-9200 EIN:46-4697129 Plan Admin:Guideline, Inc.

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameXY PLANNING 401(K) PLAN Plan #001 Participants BOY/EOY117 / 146 Assets BOY/EOY$2,005,649 / $2,532,770	2022	XY PLANNING 401(K) PLAN - Plan #001	117 / 146	$2,005,649 / $2,532,770
2021	Plan NameXY PLANNING 401(K) PLAN Plan #001 Participants BOY/EOY78 / 119 Assets BOY/EOY$1,071,980 / $2,005,649	2021	XY PLANNING 401(K) PLAN - Plan #001	78 / 119	$1,071,980 / $2,005,649
2020	Plan NameXY PLANNING 401(K) PLAN Plan #001 Participants BOY/EOY39 / 82 Assets BOY/EOY$495,650 / $1,071,980	2020	XY PLANNING 401(K) PLAN - Plan #001	39 / 82	$495,650 / $1,071,980
2019	Plan NameXY PLANNING 401(K) PLAN Plan #001 Participants BOY/EOY27 / 39 Assets BOY/EOY$233,717 / $495,650	2019	XY PLANNING 401(K) PLAN - Plan #001	27 / 39	$233,717 / $495,650