Hale, Hale & Jacobson, P.A.

Form 5500

HALE, HALE & JACOBSON, P.A.

2876 S. Osceola Avenue, Orlando, FL 32806 (407) 425-4640 EIN:90-0448143 Plan Admin:Richard O. Hale

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameHALE, HALE & JACOBSON, P.A. 401(K) PLAN Plan #001 Participants BOY/EOY18 / 16 Assets BOY/EOY$2,662,591 / $2,125,007	2022	HALE, HALE & JACOBSON, P.A. 401(K) PLAN - Plan #001	18 / 16	$2,662,591 / $2,125,007
2022	Plan NameHALE, HALE & JACOBSON, P. A. CASH BALANCE PLAN Plan #002 Participants BOY/EOY13 / 0 Assets BOY/EOY$441,365 / $0	2022	HALE, HALE & JACOBSON, P. A. CASH BALANCE PLAN - Plan #002	13 / 0	$441,365 / $0
2021	Plan NameHALE, HALE & JACOBSON, P.A. 401(K) PLAN Plan #001 Participants BOY/EOY17 / 17 Assets BOY/EOY$2,168,636 / $2,662,591	2021	HALE, HALE & JACOBSON, P.A. 401(K) PLAN - Plan #001	17 / 17	$2,168,636 / $2,662,591
2021	Plan NameHALE, HALE & JACOBSON, P. A. CASH BALANCE PLAN Plan #002 Participants BOY/EOY14 / 13 Assets BOY/EOY$209,323 / $441,365	2021	HALE, HALE & JACOBSON, P. A. CASH BALANCE PLAN - Plan #002	14 / 13	$209,323 / $441,365
2020	Plan NameHALE, HALE & JACOBSON, P.A. 401(K) PLAN Plan #001 Participants BOY/EOY16 / 16 Assets BOY/EOY$1,724,024 / $2,168,636	2020	HALE, HALE & JACOBSON, P.A. 401(K) PLAN - Plan #001	16 / 16	$1,724,024 / $2,168,636
2020	Plan NameHALE, HALE & JACOBSON, P. A. CASH BALANCE PLAN Plan #002 Participants BOY/EOY10 / 10 Assets BOY/EOY$0 / $209,323	2020	HALE, HALE & JACOBSON, P. A. CASH BALANCE PLAN - Plan #002	10 / 10	$0 / $209,323
2019	Plan NameHALE, HALE & JACOBSON, P.A. 401(K) PLAN Plan #001 Participants BOY/EOY19 / 16 Assets BOY/EOY$1,295,383 / $1,724,024	2019	HALE, HALE & JACOBSON, P.A. 401(K) PLAN - Plan #001	19 / 16	$1,295,383 / $1,724,024