Matthew Roberts Inc.

Form 5500

MATTHEW ROBERTS, INC.

443 Aulin Ave, Suite A, Oviedo, FL 32765 (407) 365-1222 EIN:59-3653413 Plan Admin:Matthew Roberts

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameMATTHEW ROBERTS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY19 / 20 Assets BOY/EOY$1,027,699 / $1,330,471	2023	MATTHEW ROBERTS, INC. 401(K) PROFIT SHARING PLAN - Plan #001	19 / 20	$1,027,699 / $1,330,471
2022	Plan NameMATTHEW ROBERTS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY16 / 18 Assets BOY/EOY$1,136,619 / $1,027,699	2022	MATTHEW ROBERTS, INC. 401(K) PROFIT SHARING PLAN - Plan #001	16 / 18	$1,136,619 / $1,027,699
2021	Plan NameMATTHEW ROBERTS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY15 / 15 Assets BOY/EOY$966,827 / $1,136,619	2021	MATTHEW ROBERTS, INC. 401(K) PROFIT SHARING PLAN - Plan #001	15 / 15	$966,827 / $1,136,619
2020	Plan NameMATTHEW ROBERTS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY17 / 15 Assets BOY/EOY$785,754 / $966,827	2020	MATTHEW ROBERTS, INC. 401(K) PROFIT SHARING PLAN - Plan #001	17 / 15	$785,754 / $966,827
2019	Plan NameMATTHEW ROBERTS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY17 / 14 Assets BOY/EOY$605,981 / $785,754	2019	MATTHEW ROBERTS, INC. 401(K) PROFIT SHARING PLAN - Plan #001	17 / 14	$605,981 / $785,754