Xy Planning Network, LLC
Bozeman, MT, 59715
- Plans
- 2
- Total participants
- 592
- Filing years
- 2024, 2023, 2022, 2021, 2020
- NAICS
- 523900
Benefit plans on file
| Year | Form | Plan # | Plan name | Participants |
|---|---|---|---|---|
| 2024 | Form 5500 | 001 | Xy Planning 401(K) Plan | 87 |
| 2023 | Form 5500 | 001 | Xy Planning 401(K) Plan | 89 |
| 2022 | Form 5500-SF | 001 | Xy Planning 401(K) Plan | 99 |
| 2022 | Form 5500 | 002 | Xy Planning Team Member Ownership Plan | 71 |
| 2021 | Form 5500-SF | 001 | Xy Planning 401(K) Plan | 101 |
| 2021 | Form 5500 | 002 | Xy Planning Team Member Ownership Plan | 73 |
| 2020 | Form 5500-SF | 001 | Xy Planning 401(K) Plan | 72 |
Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.
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