Regan Atwood, P.A.

Form 5500

REGAN ATWOOD, P.A.

9905 St. Augustine Rd., Suite 400, Jacksonville, FL 32257 (904) 356-1300 EIN:20-3826262 Plan Admin:Jeffrey C. Regan

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameREGAN ATWOOD, P.A. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 0 Assets BOY/EOY$2,475,944 / $0	2023	REGAN ATWOOD, P.A. 401(K) PROFIT SHARING PLAN - Plan #001	6 / 0	$2,475,944 / $0
2023	Plan NameREGAN ATWOOD P.A. CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY11 / 0 Assets BOY/EOY$2,216,745 / $0	2023	REGAN ATWOOD P.A. CASH BALANCE PENSION PLAN - Plan #002	11 / 0	$2,216,745 / $0
2022	Plan NameREGAN ATWOOD, P.A. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY8 / 6 Assets BOY/EOY$2,963,600 / $2,475,944	2022	REGAN ATWOOD, P.A. 401(K) PROFIT SHARING PLAN - Plan #001	8 / 6	$2,963,600 / $2,475,944
2022	Plan NameREGAN ATWOOD P.A. CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY11 / 11 Assets BOY/EOY$2,525,241 / $2,216,745	2022	REGAN ATWOOD P.A. CASH BALANCE PENSION PLAN - Plan #002	11 / 11	$2,525,241 / $2,216,745
2021	Plan NameREGAN ATWOOD, P.A. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY12 / 8 Assets BOY/EOY$2,482,407 / $2,963,600	2021	REGAN ATWOOD, P.A. 401(K) PROFIT SHARING PLAN - Plan #001	12 / 8	$2,482,407 / $2,963,600
2021	Plan NameREGAN ATWOOD P.A. CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY12 / 11 Assets BOY/EOY$1,850,256 / $2,525,241	2021	REGAN ATWOOD P.A. CASH BALANCE PENSION PLAN - Plan #002	12 / 11	$1,850,256 / $2,525,241
2020	Plan NameREGAN ATWOOD, P.A. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY13 / 12 Assets BOY/EOY$2,281,762 / $2,482,407	2020	REGAN ATWOOD, P.A. 401(K) PROFIT SHARING PLAN - Plan #001	13 / 12	$2,281,762 / $2,482,407
2020	Plan NameREGAN ATWOOD P.A. CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY11 / 12 Assets BOY/EOY$1,933,331 / $1,850,256	2020	REGAN ATWOOD P.A. CASH BALANCE PENSION PLAN - Plan #002	11 / 12	$1,933,331 / $1,850,256
2019	Plan NameREGAN ATWOOD, P.A. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY14 / 11 Assets BOY/EOY$2,192,457 / $2,281,762	2019	REGAN ATWOOD, P.A. 401(K) PROFIT SHARING PLAN - Plan #001	14 / 11	$2,192,457 / $2,281,762
2019	Plan NameREGAN ATWOOD P.A. CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY11 / 11 Assets BOY/EOY$898,452 / $1,933,331	2019	REGAN ATWOOD P.A. CASH BALANCE PENSION PLAN - Plan #002	11 / 11	$898,452 / $1,933,331