Walton Lantaff Schroeder & Carson

Form 5500

WALTON, LANTAFF, SCHROEDER & CARSON LLP

9200 South Dadeland Blvd,suite 300, Miami, FL 33156 (305) 671-1300 EIN:59-0536392 Plan Admin:Thomas Falcon

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameWALTON, LANTAFF, SCHROEDER & CARSON 401(K) PSP Plan #002 Participants BOY/EOY102 / 103 Assets BOY/EOY$15,241,487 / $17,317,124	2023	WALTON, LANTAFF, SCHROEDER & CARSON 401(K) PSP - Plan #002	102 / 103	$15,241,487 / $17,317,124
2022	Plan NameWALTON, LANTAFF, SCHROEDER & CARSON 401(K) PSP Plan #002 Participants BOY/EOY104 / 100 Assets BOY/EOY$18,804,226 / $15,241,487	2022	WALTON, LANTAFF, SCHROEDER & CARSON 401(K) PSP - Plan #002	104 / 100	$18,804,226 / $15,241,487
2021	Plan NameWALTON, LANTAFF, SCHROEDER & CARSON 401(K) PSP Plan #002 Participants BOY/EOY108 / 99 Assets BOY/EOY$19,665,918 / $18,804,226	2021	WALTON, LANTAFF, SCHROEDER & CARSON 401(K) PSP - Plan #002	108 / 99	$19,665,918 / $18,804,226
2020	Plan NameWALTON, LANTAFF, SCHROEDER & CARSON 401(K) PSP Plan #002 Participants BOY/EOY120 / 100 Assets BOY/EOY$20,634,243 / $19,665,918	2020	WALTON, LANTAFF, SCHROEDER & CARSON 401(K) PSP - Plan #002	120 / 100	$20,634,243 / $19,665,918
2019	Plan NameWALTON, LANTAFF, SCHROEDER & CARSON 401(K) PSP Plan #002 Participants BOY/EOY115 / 105 Assets BOY/EOY$16,846,499 / $20,634,243	2019	WALTON, LANTAFF, SCHROEDER & CARSON 401(K) PSP - Plan #002	115 / 105	$16,846,499 / $20,634,243