Michael S. Elstein, P.A.

Form 5500

MICHAEL S. ELSTEIN, P.A.

8401 Lake Worth Road, #107, Wellington, FL 33467 (954) 928-0990 EIN:65-1144283 Plan Admin:Michael S. Elstein

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameS.I.M.Z. INVESTMENT TRUST II Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$2,071,783 / $2,212,269	2022	S.I.M.Z. INVESTMENT TRUST II - Plan #002	3 / 3	$2,071,783 / $2,212,269
2022	Plan NameSIM INVESTMENT TRUST Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,779,011 / $1,703,674	2022	SIM INVESTMENT TRUST - Plan #001	3 / 3	$1,779,011 / $1,703,674
2021	Plan NameS.I.M.Z. INVESTMENT TRUST II Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,744,039 / $2,071,783	2021	S.I.M.Z. INVESTMENT TRUST II - Plan #002	3 / 3	$1,744,039 / $2,071,783
2021	Plan NameSIM INVESTMENT TRUST Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,536,196 / $1,779,011	2021	SIM INVESTMENT TRUST - Plan #001	3 / 3	$1,536,196 / $1,779,011
2020	Plan NameS.I.M.Z. INVESTMENT TRUST II Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,437,255 / $1,744,039	2020	S.I.M.Z. INVESTMENT TRUST II - Plan #002	3 / 3	$1,437,255 / $1,744,039
2020	Plan NameSIM INVESTMENT TRUST Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,428,060 / $1,536,196	2020	SIM INVESTMENT TRUST - Plan #001	3 / 3	$1,428,060 / $1,536,196
2019	Plan NameS.I.M.Z. INVESTMENT TRUST II Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$981,487 / $1,437,255	2019	S.I.M.Z. INVESTMENT TRUST II - Plan #002	3 / 3	$981,487 / $1,437,255
2019	Plan NameSIM INVESTMENT TRUST Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,166,460 / $1,428,060	2019	SIM INVESTMENT TRUST - Plan #001	3 / 3	$1,166,460 / $1,428,060