Wardkim LLLP

Form 5500

KIM VAUGHAN LERNER LLP

312 SE 17th Street STE 300, Fort Lauderdale, FL 33316 (954) 527-1115 EIN:56-2504354 Plan Admin:Jay Kim

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameKIM VAUGHAN LERNER LLP 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY15 / 17 Assets BOY/EOY$1,028,850 / $1,502,630	2023	KIM VAUGHAN LERNER LLP 401(K) PROFIT SHARING PLAN - Plan #001	15 / 17	$1,028,850 / $1,502,630
2023	Plan NameKIM VAUGHAN LERNER LLP CASH BALANCE PLAN Plan #002 Participants BOY/EOY12 / 11 Assets BOY/EOY$0 / $646,669	2023	KIM VAUGHAN LERNER LLP CASH BALANCE PLAN - Plan #002	12 / 11	$0 / $646,669
2022	Plan NameKIM VAUGHAN LERNER LLP 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY15 / 22 Assets BOY/EOY$1,069,414 / $1,028,850	2022	KIM VAUGHAN LERNER LLP 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	15 / 22	$1,069,414 / $1,028,850
2021	Plan NameKIM VAUGHAN LERNER LLP 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY10 / 14 Assets BOY/EOY$841,791 / $1,069,414	2021	KIM VAUGHAN LERNER LLP 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	10 / 14	$841,791 / $1,069,414
2020	Plan NameKIM VAUGHAN LERNER LLP 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY11 / 10 Assets BOY/EOY$47,282 / $841,791	2020	KIM VAUGHAN LERNER LLP 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	11 / 10	$47,282 / $841,791
2019	Plan NameKIM VAUGHAN LERNER LLP 401(K) PLAN Plan #001 Participants BOY/EOY11 / 11 Assets BOY/EOY$0 / $47,282	2019	KIM VAUGHAN LERNER LLP 401(K) PLAN - Plan #001	11 / 11	$0 / $47,282