Disciplined Equity Management, Inc.

Form 5500

DISCIPLINED EQUITY MANAGEMENT, INC.

200 First Street Suite 204, Neptune Beach, FL 32266 (904) 222-0280 EIN:59-3691907 Plan Admin:Don Davey

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameDISCIPLINED EQUITY MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY9 / 7 Assets BOY/EOY$2,434,249 / $3,079,567	2023	DISCIPLINED EQUITY MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN - Plan #001	9 / 7	$2,434,249 / $3,079,567
2023	Plan NameDISCIPLINED EQUITY MANAGEMENT, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY6 / 7 Assets BOY/EOY$861,743 / $1,026,661	2023	DISCIPLINED EQUITY MANAGEMENT, INC. CASH BALANCE PLAN - Plan #002	6 / 7	$861,743 / $1,026,661
2022	Plan NameDISCIPLINED EQUITY MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY8 / 9 Assets BOY/EOY$2,559,708 / $2,434,249	2022	DISCIPLINED EQUITY MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN - Plan #001	8 / 9	$2,559,708 / $2,434,249
2022	Plan NameDISCIPLINED EQUITY MANAGEMENT, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY6 / 6 Assets BOY/EOY$880,718 / $861,743	2022	DISCIPLINED EQUITY MANAGEMENT, INC. CASH BALANCE PLAN - Plan #002	6 / 6	$880,718 / $861,743
2021	Plan NameDISCIPLINED EQUITY MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$1,914,105 / $2,559,708	2021	DISCIPLINED EQUITY MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN - Plan #001	7 / 7	$1,914,105 / $2,559,708
2021	Plan NameDISCIPLINED EQUITY MANAGEMENT, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY6 / 6 Assets BOY/EOY$629,634 / $880,718	2021	DISCIPLINED EQUITY MANAGEMENT, INC. CASH BALANCE PLAN - Plan #002	6 / 6	$629,634 / $880,718
2020	Plan NameDISCIPLINED EQUITY MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 7 Assets BOY/EOY$1,559,396 / $1,914,105	2020	DISCIPLINED EQUITY MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN - Plan #001	6 / 7	$1,559,396 / $1,914,105
2020	Plan NameDISCIPLINED EQUITY MANAGEMENT, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY5 / 6 Assets BOY/EOY$438,792 / $629,634	2020	DISCIPLINED EQUITY MANAGEMENT, INC. CASH BALANCE PLAN - Plan #002	5 / 6	$438,792 / $629,634
2019	Plan NameDISCIPLINED EQUITY MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$824,385 / $1,559,396	2019	DISCIPLINED EQUITY MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN - Plan #001	6 / 6	$824,385 / $1,559,396
2019	Plan NameDISCIPLINED EQUITY MANAGEMENT, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY5 / 5 Assets BOY/EOY$230,531 / $438,792	2019	DISCIPLINED EQUITY MANAGEMENT, INC. CASH BALANCE PLAN - Plan #002	5 / 5	$230,531 / $438,792