Capital Planning, LLC

Form 5500

CAPITAL PLANNING, LLC

10900 NE 4th ST Suite 2300, Bellevue, Wa 98004 (425) 643-1800 EIN:46-4134688 Plan Admin:James Kelley

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameCAPITAL PLANNING, LLC 401(K) PLAN Plan #001 Participants BOY/EOY14 / 15 Assets BOY/EOY$1,493,819 / $2,072,190	2023	CAPITAL PLANNING, LLC 401(K) PLAN - Plan #001	14 / 15	$1,493,819 / $2,072,190
2022	Plan NameCAPITAL PLANNING, LLC 401(K) PLAN Plan #001 Participants BOY/EOY14 / 14 Assets BOY/EOY$2,147,322 / $1,493,819	2022	CAPITAL PLANNING, LLC 401(K) PLAN - Plan #001	14 / 14	$2,147,322 / $1,493,819
2021	Plan NameCAPITAL PLANNING, LLC 401(K) PLAN Plan #001 Participants BOY/EOY12 / 13 Assets BOY/EOY$1,619,932 / $2,147,322	2021	CAPITAL PLANNING, LLC 401(K) PLAN - Plan #001	12 / 13	$1,619,932 / $2,147,322
2020	Plan NameCAPITAL PLANNING, LLC 401(K) PLAN Plan #001 Participants BOY/EOY23 / 12 Assets BOY/EOY$976,488 / $1,619,932	2020	CAPITAL PLANNING, LLC 401(K) PLAN - Plan #001	23 / 12	$976,488 / $1,619,932
2019	Plan NameCAPITAL PLANNING, LLC 401(K) PLAN Plan #001 Participants BOY/EOY19 / 22 Assets BOY/EOY$618,332 / $976,488	2019	CAPITAL PLANNING, LLC 401(K) PLAN - Plan #001	19 / 22	$618,332 / $976,488