Gresham Smith

Form 5500

GRESHAM SMITH

222 Second Avenue South Suite 1400, Nashville, Tn 37201 (615) 770-8100 EIN:62-0794126 Plan Admin:Tonya Spry

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameGRESHAM SMITH INSURANCE BENEFITS PLAN Plan #501 Participants BOY/EOY889 / 0 Assets BOY/EOY$0 / $0	2023	GRESHAM SMITH INSURANCE BENEFITS PLAN - Plan #501	889 / 0	$0 / $0
2022	Plan NameGRESHAM SMITH EMPLOYEE SAVINGS AND PROFIT SHARING PLAN Plan #001 Participants BOY/EOY1,332 / 1,479 Assets BOY/EOY$181,473,129 / $160,281,128	2022	GRESHAM SMITH EMPLOYEE SAVINGS AND PROFIT SHARING PLAN - Plan #001	1,332 / 1,479	$181,473,129 / $160,281,128
2022	Plan NameGRESHAM SMITH INSURANCE BENEFITS PLAN Plan #501 Participants BOY/EOY858 / 0 Assets BOY/EOY$0 / $0	2022	GRESHAM SMITH INSURANCE BENEFITS PLAN - Plan #501	858 / 0	$0 / $0
2021	Plan NameGRESHAM SMITH EMPLOYEE SAVINGS AND PROFIT SHARING Plan #001 Participants BOY/EOY1,208 / 1,332 Assets BOY/EOY$152,594,726 / $181,473,129	2021	GRESHAM SMITH EMPLOYEE SAVINGS AND PROFIT SHARING - Plan #001	1,208 / 1,332	$152,594,726 / $181,473,129
2021	Plan NameGRESHAM SMITH INSURANCE BENEFITS PLAN Plan #501 Participants BOY/EOY808 / 0 Assets BOY/EOY$0 / $0	2021	GRESHAM SMITH INSURANCE BENEFITS PLAN - Plan #501	808 / 0	$0 / $0
2020	Plan NameGRESHAM SMITH EMPLOYEE SAVINGS AND PROFIT SHARING Plan #001 Participants BOY/EOY1,248 / 1,208 Assets BOY/EOY$124,332,005 / $152,594,726	2020	GRESHAM SMITH EMPLOYEE SAVINGS AND PROFIT SHARING - Plan #001	1,248 / 1,208	$124,332,005 / $152,594,726
2020	Plan NameGRESHAM SMITH INSURANCE BENEFITS PLAN Plan #501 Participants BOY/EOY911 / 0 Assets BOY/EOY$0 / $0	2020	GRESHAM SMITH INSURANCE BENEFITS PLAN - Plan #501	911 / 0	$0 / $0
2019	Plan NameGRESHAM SMITH EMPLOYEE SAVINGS AND PROFIT SHARING Plan #001 Participants BOY/EOY1,206 / 1,248 Assets BOY/EOY$98,494,010 / $124,332,005	2019	GRESHAM SMITH EMPLOYEE SAVINGS AND PROFIT SHARING - Plan #001	1,206 / 1,248	$98,494,010 / $124,332,005
2019	Plan NameGRESHAM SMITH INSURANCE BENEFITS PLAN Plan #501 Participants BOY/EOY883 / 0 Assets BOY/EOY$0 / $0	2019	GRESHAM SMITH INSURANCE BENEFITS PLAN - Plan #501	883 / 0	$0 / $0