Specialty Realty LLC

Form 5500

BRAD D. SIMONS M.D., PH.D., P.A.

2141 Alternate A1a South, Suite 210, Jupiter, FL 33477 (561) 603-7259 EIN:03-0427888 Plan Admin:Brad Simons

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameBRAD D. SIMONS M.D., PH.D., P.A. CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY9 / 11 Assets BOY/EOY$534,150 / $816,487	2023	BRAD D. SIMONS M.D., PH.D., P.A. CASH BALANCE PENSION PLAN - Plan #002	9 / 11	$534,150 / $816,487
2022	Plan NameBRAD D. SIMONS, M.D., PH.D., P.A. RETIREMENT PLAN & TRUST Plan #001 Participants BOY/EOY21 / 24 Assets BOY/EOY$1,311,648 / $1,241,411	2022	BRAD D. SIMONS, M.D., PH.D., P.A. RETIREMENT PLAN & TRUST - Plan #001	21 / 24	$1,311,648 / $1,241,411
2022	Plan NameBRAD D. SIMONS M.D., PH.D., P.A. CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY8 / 10 Assets BOY/EOY$262,279 / $534,150	2022	BRAD D. SIMONS M.D., PH.D., P.A. CASH BALANCE PENSION PLAN - Plan #002	8 / 10	$262,279 / $534,150
2021	Plan NameBRAD D. SIMONS, M.D., PH.D., P.A. RETIREMENT PLAN & TRUST Plan #001 Participants BOY/EOY22 / 22 Assets BOY/EOY$1,032,228 / $1,311,648	2021	BRAD D. SIMONS, M.D., PH.D., P.A. RETIREMENT PLAN & TRUST - Plan #001	22 / 22	$1,032,228 / $1,311,648
2021	Plan NameBRAD D. SIMONS M.D., PH.D., P.A. CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY7 / 8 Assets BOY/EOY$0 / $262,279	2021	BRAD D. SIMONS M.D., PH.D., P.A. CASH BALANCE PENSION PLAN - Plan #002	7 / 8	$0 / $262,279
2020	Plan NameBRAD D. SIMONS, M.D., PH.D., P.A. RETIREMENT PLAN & TRUST Plan #001 Participants BOY/EOY28 / 19 Assets BOY/EOY$1,197,008 / $1,032,228	2020	BRAD D. SIMONS, M.D., PH.D., P.A. RETIREMENT PLAN & TRUST - Plan #001	28 / 19	$1,197,008 / $1,032,228
2019	Plan NameBRAD D. SIMONS, M.D., PH.D., P.A. RETIREMENT PLAN & TRUST Plan #001 Participants BOY/EOY11 / 26 Assets BOY/EOY$942,883 / $1,197,008	2019	BRAD D. SIMONS, M.D., PH.D., P.A. RETIREMENT PLAN & TRUST - Plan #001	11 / 26	$942,883 / $1,197,008