Jon E. Schmidt & Associates, Inc.

Form 5500

SCHMIDT NICHOLS

1551 N Flagler Dr Suite 102, West Palm Beach, FL 33401 (561) 684-6141 EIN:52-2243117 Plan Admin:Anthony Warren

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameSCHMIDT NICHOLS 401K PLAN Plan #001 Participants BOY/EOY17 / 14 Assets BOY/EOY$628,376 / $814,945	2023	SCHMIDT NICHOLS 401K PLAN - Plan #001	17 / 14	$628,376 / $814,945
2023	Plan NameSCHMIDT NICHOLS CASH BALANCE PLAN Plan #002 Participants BOY/EOY12 / 10 Assets BOY/EOY$111,473 / $229,709	2023	SCHMIDT NICHOLS CASH BALANCE PLAN - Plan #002	12 / 10	$111,473 / $229,709
2022	Plan NameSCHMIDT NICHOLS 401K PLAN Plan #001 Participants BOY/EOY12 / 17 Assets BOY/EOY$790,050 / $628,376	2022	SCHMIDT NICHOLS 401K PLAN - Plan #001	12 / 17	$790,050 / $628,376
2021	Plan NameSCHMIDT NICHOLS 401K PLAN Plan #001 Participants BOY/EOY11 / 12 Assets BOY/EOY$611,729 / $790,050	2021	SCHMIDT NICHOLS 401K PLAN - Plan #001	11 / 12	$611,729 / $790,050
2020	Plan NameSCHMIDT NICHOLS 401K PLAN Plan #001 Participants BOY/EOY12 / 10 Assets BOY/EOY$431,227 / $611,729	2020	SCHMIDT NICHOLS 401K PLAN - Plan #001	12 / 10	$431,227 / $611,729
2019	Plan NameSCHMIDT NICHOLS 401K PLAN Plan #001 Participants BOY/EOY12 / 12 Assets BOY/EOY$288,159 / $431,227	2019	SCHMIDT NICHOLS 401K PLAN - Plan #001	12 / 12	$288,159 / $431,227