Capital Analysts of Jacksonville, Florida, Inc.

Form 5500

CAPITAL ANALYSTS OF JACKSONVILLE, FL, INC.

7077 Bonneval Road, Suite 103, Jacksonville, FL 32216 (904) 730-7433 EIN:59-1760717 Plan Admin:Benjamin M Wuerffel

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameCAPITAL ANALYSTS OF JACKSONVILLE, FL, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY9 / 10 Assets BOY/EOY$1,708,731 / $2,206,511	2023	CAPITAL ANALYSTS OF JACKSONVILLE, FL, INC. 401(K) PROFIT SHARING PLAN - Plan #001	9 / 10	$1,708,731 / $2,206,511
2022	Plan NameCAPITAL ANALYSTS OF JACKSONVILLE, FL, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY8 / 9 Assets BOY/EOY$1,753,011 / $1,708,731	2022	CAPITAL ANALYSTS OF JACKSONVILLE, FL, INC. 401(K) PROFIT SHARING PLAN - Plan #001	8 / 9	$1,753,011 / $1,708,731
2021	Plan NameCAPITAL ANALYSTS OF JACKSONVILLE, FL, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$1,278,758 / $1,753,011	2021	CAPITAL ANALYSTS OF JACKSONVILLE, FL, INC. 401(K) PROFIT SHARING PLAN - Plan #001	8 / 8	$1,278,758 / $1,753,011
2020	Plan NameCAPITAL ANALYSTS OF JACKSONVILLE, FL, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY9 / 8 Assets BOY/EOY$1,745,404 / $1,278,758	2020	CAPITAL ANALYSTS OF JACKSONVILLE, FL, INC. 401(K) PROFIT SHARING PLAN - Plan #001	9 / 8	$1,745,404 / $1,278,758
2019	Plan NameCAPITAL ANALYSTS OF JACKSONVILLE, FL, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY10 / 9 Assets BOY/EOY$1,331,487 / $1,745,404	2019	CAPITAL ANALYSTS OF JACKSONVILLE, FL, INC. 401(K) PROFIT SHARING PLAN - Plan #001	10 / 9	$1,331,487 / $1,745,404