The Hoerner Planning Group, LLC

Form 5500

THE HOERNER PLANNING GROUP, LLC

P.O. Box 1326, Middleburg, Va 20118 (540) 687-5090 EIN:20-4889804 Plan Admin:Henry R. Hoerner

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameTHE HOERNER PLANNING GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$2,062,834 / $2,904,566	2023	THE HOERNER PLANNING GROUP, LLC 401(K) PLAN - Plan #001	8 / 8	$2,062,834 / $2,904,566
2023	Plan NameTHE HOERNER PLANNING GROUP, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY6 / 7 Assets BOY/EOY$669,105 / $855,863	2023	THE HOERNER PLANNING GROUP, LLC CASH BALANCE PLAN - Plan #002	6 / 7	$669,105 / $855,863
2022	Plan NameTHE HOERNER PLANNING GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY9 / 7 Assets BOY/EOY$2,312,173 / $2,062,834	2022	THE HOERNER PLANNING GROUP, LLC 401(K) PLAN - Plan #001	9 / 7	$2,312,173 / $2,062,834
2022	Plan NameTHE HOERNER PLANNING GROUP, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY9 / 6 Assets BOY/EOY$601,118 / $669,105	2022	THE HOERNER PLANNING GROUP, LLC CASH BALANCE PLAN - Plan #002	9 / 6	$601,118 / $669,105
2021	Plan NameTHE HOERNER PLANNING GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY8 / 10 Assets BOY/EOY$2,237,490 / $2,312,173	2021	THE HOERNER PLANNING GROUP, LLC 401(K) PLAN - Plan #001	8 / 10	$2,237,490 / $2,312,173
2021	Plan NameTHE HOERNER PLANNING GROUP, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY6 / 9 Assets BOY/EOY$455,094 / $601,118	2021	THE HOERNER PLANNING GROUP, LLC CASH BALANCE PLAN - Plan #002	6 / 9	$455,094 / $601,118
2020	Plan NameTHE HOERNER PLANNING GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY7 / 8 Assets BOY/EOY$1,658,318 / $2,237,490	2020	THE HOERNER PLANNING GROUP, LLC 401(K) PLAN - Plan #001	7 / 8	$1,658,318 / $2,237,490
2020	Plan NameTHE HOERNER PLANNING GROUP, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY5 / 6 Assets BOY/EOY$314,948 / $455,094	2020	THE HOERNER PLANNING GROUP, LLC CASH BALANCE PLAN - Plan #002	5 / 6	$314,948 / $455,094
2019	Plan NameTHE HOERNER PLANNING GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY6 / 7 Assets BOY/EOY$1,182,023 / $1,658,318	2019	THE HOERNER PLANNING GROUP, LLC 401(K) PLAN - Plan #001	6 / 7	$1,182,023 / $1,658,318
2019	Plan NameTHE HOERNER PLANNING GROUP, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY4 / 5 Assets BOY/EOY$199,076 / $314,948	2019	THE HOERNER PLANNING GROUP, LLC CASH BALANCE PLAN - Plan #002	4 / 5	$199,076 / $314,948