Chas. P. Smith & Associates, P.A., C.P.A.'s

Form 5500

CHAS P. SMITH & ASSOCIATES PA, CPAS CPS INVESTMENT ADVISORS

205 East Orange Street Suite 310, Lakeland, FL 33801 (863) 688-1725 EIN:59-2030217 Plan Admin:Nolen Bailey

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameCHAS P. SMITH & ASSOCIATES, PA. , CPA'S D/B/A CPS INVESTMENT ADVISORS PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY78 / 79 Assets BOY/EOY$16,487,766 / $20,393,129	2023	CHAS P. SMITH & ASSOCIATES, PA. , CPA'S D/B/A CPS INVESTMENT ADVISORS PROFIT SHARING PLAN & TRUST - Plan #001	78 / 79	$16,487,766 / $20,393,129
2022	Plan NameCHAS P. SMITH & ASSOCIATES, PA. , CPA'S D/B/A CPS INVESTMENT ADVISORS PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY53 / 77 Assets BOY/EOY$19,061,648 / $16,487,766	2022	CHAS P. SMITH & ASSOCIATES, PA. , CPA'S D/B/A CPS INVESTMENT ADVISORS PROFIT SHARING PLAN & TRUST - Plan #001	53 / 77	$19,061,648 / $16,487,766
2021	Plan NameCHAS P. SMITH & ASSOCIATES, PA, CPA'S D/B/A CPS INVESTMENT ADVISORS PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY63 / 75 Assets BOY/EOY$13,258,061 / $19,061,648	2021	CHAS P. SMITH & ASSOCIATES, PA, CPA'S D/B/A CPS INVESTMENT ADVISORS PROFIT SHARING PLAN AND TRUST - Plan #001	63 / 75	$13,258,061 / $19,061,648
2020	Plan NameCHAS P. SMITH & ASSOCIATES, PA, CPA'S D/B/A CPS INVESTMENT ADVISORS PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY49 / 50 Assets BOY/EOY$10,287,877 / $13,258,061	2020	CHAS P. SMITH & ASSOCIATES, PA, CPA'S D/B/A CPS INVESTMENT ADVISORS PROFIT SHARING PLAN AND TRUST - Plan #001	49 / 50	$10,287,877 / $13,258,061
2019	Plan NameCHAS P. SMITH & ASSOCIATES, PA, CPA'S D/B/A CPS INVESTMENT ADVISORS PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY46 / 48 Assets BOY/EOY$7,504,452 / $10,287,877	2019	CHAS P. SMITH & ASSOCIATES, PA, CPA'S D/B/A CPS INVESTMENT ADVISORS PROFIT SHARING PLAN AND TRUST - Plan #001	46 / 48	$7,504,452 / $10,287,877