Oughterson, Sundheim, and Associates, P.A.

Form 5500

OUGHTERSON, SUNDHEIM AND ASSOCIATES, PA

612 SE Central Parkway, Stuart, FL 34994 (772) 287-0660 EIN:59-2293803 Plan Admin:Sandra Sundheim

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameOUGHTERSON, SUNDHEIM AND ASSOCIATES 401(K) PLAN Plan #001 Participants BOY/EOY5 / 4 Assets BOY/EOY$580,470 / $415,899	2022	OUGHTERSON, SUNDHEIM AND ASSOCIATES 401(K) PLAN - Plan #001	5 / 4	$580,470 / $415,899
2021	Plan NameOUGHTERSON, SUNDHEIM AND ASSOCIATES 401(K) PLAN Plan #001 Participants BOY/EOY6 / 5 Assets BOY/EOY$1,050,712 / $580,470	2021	OUGHTERSON, SUNDHEIM AND ASSOCIATES 401(K) PLAN - Plan #001	6 / 5	$1,050,712 / $580,470
2020	Plan NameOUGHTERSON, SUNDHEIM AND ASSOCIATES 401(K) PLAN Plan #001 Participants BOY/EOY7 / 6 Assets BOY/EOY$968,243 / $1,050,712	2020	OUGHTERSON, SUNDHEIM AND ASSOCIATES 401(K) PLAN - Plan #001	7 / 6	$968,243 / $1,050,712
2019	Plan NameOUGHTERSON, SUNDHEIM AND ASSOCIATES 401(K) PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$851,076 / $968,243	2019	OUGHTERSON, SUNDHEIM AND ASSOCIATES 401(K) PLAN - Plan #001	7 / 7	$851,076 / $968,243