XY Planning Network, Inc.'s EIN is 85-4378005.
Download the official 2024 Form 5500 (PDF) for XY Planning Network, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)XY Planning Network, Inc.'s plan includes an ESOP, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| XY Planning Network, Inc. Common stock - 115,688 shares | Common Stocks | — | $1.6M | $1.9M | 95.8% | |
| Cash Noninterest-bearing cash | Cash / Money Market | — | $3K | $3K | 0.2% |
