Carlos G. Pena, M.D. P.A.

Form 5500

CARLOS G. PENA, M.D., P.A.

6705 Red Road, Suite #310, Coral Gables, FL 33143 (305) 271-5533 EIN:74-3195319 Plan Admin:Carlos G. Pena, M.D.

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameCARLOS G. PENA, M.D., P.A. 401(K) PLAN Plan #001 Participants BOY/EOY13 / 13 Assets BOY/EOY$585,926 / $505,872	2022	CARLOS G. PENA, M.D., P.A. 401(K) PLAN - Plan #001	13 / 13	$585,926 / $505,872
2022	Plan NameCARLOS G. PENA M.D., P.A., CASH BALANCE PLAN Plan #003 Participants BOY/EOY3 / 4 Assets BOY/EOY$0 / $20,000	2022	CARLOS G. PENA M.D., P.A., CASH BALANCE PLAN - Plan #003	3 / 4	$0 / $20,000
2021	Plan NameCARLOS G. PENA, M.D., P.A. 401(K) PLAN Plan #001 Participants BOY/EOY13 / 13 Assets BOY/EOY$465,097 / $585,926	2021	CARLOS G. PENA, M.D., P.A. 401(K) PLAN - Plan #001	13 / 13	$465,097 / $585,926
2020	Plan NameCARLOS G. PENA, M.D., P.A. 401(K) PLAN Plan #001 Participants BOY/EOY12 / 12 Assets BOY/EOY$354,466 / $465,097	2020	CARLOS G. PENA, M.D., P.A. 401(K) PLAN - Plan #001	12 / 12	$354,466 / $465,097
2020	Plan NameCARLOS G. PENA, M.D., P.A. DEFINED BENEFIT PLAN Plan #002 Participants BOY/EOY8 / 0 Assets BOY/EOY$1,020,237 / $0	2020	CARLOS G. PENA, M.D., P.A. DEFINED BENEFIT PLAN - Plan #002	8 / 0	$1,020,237 / $0
2019	Plan NameCARLOS G. PENA, M.D., P.A. DEFINED BENEFIT PLAN Plan #002 Participants BOY/EOY8 / 8 Assets BOY/EOY$895,363 / $1,020,237	2019	CARLOS G. PENA, M.D., P.A. DEFINED BENEFIT PLAN - Plan #002	8 / 8	$895,363 / $1,020,237
2019	Plan NameCARLOS G. PENA, M.D., P.A. 401(K) PLAN Plan #001 Participants BOY/EOY12 / 12 Assets BOY/EOY$284,929 / $354,466	2019	CARLOS G. PENA, M.D., P.A. 401(K) PLAN - Plan #001	12 / 12	$284,929 / $354,466