Lefever and Patel, P.A.

Form 5500

LEFEVER AND PATEL, P. A.

1111 NE 25th Avenue Suite 501, Ocala, FL 34470 (352) 671-9266 EIN:59-3653217 Plan Admin:Neil Patel

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameEDWARD T. LEFEVER, P.A. 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$1,908,886 / $2,305,296	2023	EDWARD T. LEFEVER, P.A. 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001	7 / 7	$1,908,886 / $2,305,296
2022	Plan NameEDWARD T. LEFEVER, P.A. 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY8 / 7 Assets BOY/EOY$2,078,197 / $1,908,886	2022	EDWARD T. LEFEVER, P.A. 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001	8 / 7	$2,078,197 / $1,908,886
2021	Plan NameEDWARD T. LEFEVER, P.A. 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$2,142,863 / $2,078,197	2021	EDWARD T. LEFEVER, P.A. 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001	8 / 8	$2,142,863 / $2,078,197
2020	Plan NameEDWARD T. LEFEVER, P.A. 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$1,849,458 / $2,142,863	2020	EDWARD T. LEFEVER, P.A. 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001	8 / 8	$1,849,458 / $2,142,863
2019	Plan NameEDWARD T. LEFEVER, P.A. 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$1,579,371 / $1,849,458	2019	EDWARD T. LEFEVER, P.A. 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001	8 / 8	$1,579,371 / $1,849,458