Holt and Holt, Inc.

Form 5500

HOLT AND HOLT, INC.

1286 Hawthorne Avenue, Smyrna, Ga 30080 (770) 432-9184 EIN:58-1483910 Plan Admin:Michael Holt

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameHOLT AND HOLT, INC. 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY20 / 23 Assets BOY/EOY$4,087,889 / $4,183,486	2022	HOLT AND HOLT, INC. 401(K) PROFIT SHARING PLAN - Plan #002	20 / 23	$4,087,889 / $4,183,486
2022	Plan NameHOLT AND HOLT, INC. CASH BALANCE PLAN Plan #003 Participants BOY/EOY7 / 8 Assets BOY/EOY$2,167,805 / $2,505,205	2022	HOLT AND HOLT, INC. CASH BALANCE PLAN - Plan #003	7 / 8	$2,167,805 / $2,505,205
2021	Plan NameHOLT AND HOLT, INC. 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY21 / 20 Assets BOY/EOY$5,091,762 / $4,087,889	2021	HOLT AND HOLT, INC. 401(K) PROFIT SHARING PLAN - Plan #002	21 / 20	$5,091,762 / $4,087,889
2021	Plan NameHOLT AND HOLT, INC. CASH BALANCE PLAN Plan #003 Participants BOY/EOY7 / 7 Assets BOY/EOY$2,064,613 / $2,167,805	2021	HOLT AND HOLT, INC. CASH BALANCE PLAN - Plan #003	7 / 7	$2,064,613 / $2,167,805
2020	Plan NameHOLT AND HOLT, INC. 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY19 / 20 Assets BOY/EOY$4,106,765 / $5,091,762	2020	HOLT AND HOLT, INC. 401(K) PROFIT SHARING PLAN - Plan #002	19 / 20	$4,106,765 / $5,091,762
2020	Plan NameHOLT AND HOLT, INC. CASH BALANCE PLAN Plan #003 Participants BOY/EOY8 / 7 Assets BOY/EOY$1,702,895 / $2,064,613	2020	HOLT AND HOLT, INC. CASH BALANCE PLAN - Plan #003	8 / 7	$1,702,895 / $2,064,613
2019	Plan NameHOLT AND HOLT, INC. 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY17 / 17 Assets BOY/EOY$3,423,894 / $4,106,765	2019	HOLT AND HOLT, INC. 401(K) PROFIT SHARING PLAN - Plan #002	17 / 17	$3,423,894 / $4,106,765
2019	Plan NameHOLT AND HOLT, INC. CASH BALANCE PLAN Plan #003 Participants BOY/EOY9 / 8 Assets BOY/EOY$1,364,347 / $1,702,895	2019	HOLT AND HOLT, INC. CASH BALANCE PLAN - Plan #003	9 / 8	$1,364,347 / $1,702,895