Sherri R. Heller, P.A.

Form 5500

SHERRI R. HELLER, P.A.

18205 Biscayne Blvd STE 2205, Aventura, FL 33160 (305) 405-0300 EIN:20-0817132 Plan Admin:Sherri Heller

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameHELLER, P.A., SHERRI R. 401(K) / PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$371,578 / $453,033	2023	HELLER, P.A., SHERRI R. 401(K) / PROFIT SHARING PLAN - Plan #001	2 / 2	$371,578 / $453,033
2022	Plan NameHELLER, P.A., SHERRI R. 401(K) / PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$395,497 / $371,578	2022	HELLER, P.A., SHERRI R. 401(K) / PROFIT SHARING PLAN - Plan #001	2 / 2	$395,497 / $371,578
2021	Plan NameHELLER, P.A., SHERRI R. 401(K) / PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 2 Assets BOY/EOY$386,782 / $395,497	2021	HELLER, P.A., SHERRI R. 401(K) / PROFIT SHARING PLAN - Plan #001	4 / 2	$386,782 / $395,497
2020	Plan NameHELLER, P.A., SHERRI R. 401(K) / PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$314,565 / $386,782	2020	HELLER, P.A., SHERRI R. 401(K) / PROFIT SHARING PLAN - Plan #001	4 / 4	$314,565 / $386,782
2019	Plan NameHELLER, P.A., SHERRI R. 401(K) / PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$231,493 / $314,565	2019	HELLER, P.A., SHERRI R. 401(K) / PROFIT SHARING PLAN - Plan #001	4 / 4	$231,493 / $314,565