Independent Investment Advisors, LLC

Form 5500

INDEPENDENT INVESTMENT ADVISORS, LLC

12525 New Brittany Blvd #30, Fort Myers, FL 33907 (239) 333-0490 EIN:43-2106019 Plan Admin:Robert Schlager

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameINDEPENDENT INVESTMENT ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY11 / 12 Assets BOY/EOY$1,103,308 / $901,184	2022	INDEPENDENT INVESTMENT ADVISORS, LLC 401(K) PLAN - Plan #001	11 / 12	$1,103,308 / $901,184
2022	Plan NameSCHLAGER, SCHLAGER & LEVIN CASH BALANCE PLAN Plan #002 Participants BOY/EOY5 / 0 Assets BOY/EOY$2,424,493 / $0	2022	SCHLAGER, SCHLAGER & LEVIN CASH BALANCE PLAN - Plan #002	5 / 0	$2,424,493 / $0
2021	Plan NameSCHLAGER, SCHLAGER & LEVIN CASH BALANCE PLAN Plan #002 Participants BOY/EOY5 / 5 Assets BOY/EOY$2,068,647 / $2,424,493	2021	SCHLAGER, SCHLAGER & LEVIN CASH BALANCE PLAN - Plan #002	5 / 5	$2,068,647 / $2,424,493
2021	Plan NameSCHLAGER, SCHLAGER & LEVIN 401(K) PLAN Plan #001 Participants BOY/EOY6 / 5 Assets BOY/EOY$990,232 / $1,103,308	2021	SCHLAGER, SCHLAGER & LEVIN 401(K) PLAN - Plan #001	6 / 5	$990,232 / $1,103,308
2020	Plan NameSCHLAGER, SCHLAGER & LEVIN CASH BALANCE PLAN Plan #002 Participants BOY/EOY6 / 5 Assets BOY/EOY$1,654,360 / $2,068,647	2020	SCHLAGER, SCHLAGER & LEVIN CASH BALANCE PLAN - Plan #002	6 / 5	$1,654,360 / $2,068,647
2020	Plan NameSCHLAGER, SCHLAGER & LEVIN 401(K) PLAN Plan #001 Participants BOY/EOY7 / 6 Assets BOY/EOY$797,927 / $990,232	2020	SCHLAGER, SCHLAGER & LEVIN 401(K) PLAN - Plan #001	7 / 6	$797,927 / $990,232
2019	Plan NameSCHLAGER, SCHLAGER & LEVIN CASH BALANCE PLAN Plan #002 Participants BOY/EOY6 / 6 Assets BOY/EOY$1,245,824 / $1,654,360	2019	SCHLAGER, SCHLAGER & LEVIN CASH BALANCE PLAN - Plan #002	6 / 6	$1,245,824 / $1,654,360
2019	Plan NameSCHLAGER, SCHLAGER & LEVIN 401(K) PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$564,817 / $797,927	2019	SCHLAGER, SCHLAGER & LEVIN 401(K) PLAN - Plan #001	7 / 7	$564,817 / $797,927