Donald R. Jones, P.A.

Form 5500

DONALD R JONES PA

815 Ponce De Leon Blvd. 2nd Floor, Coral Gables, FL 33134 (305) 972-9000 EIN:65-0545836 Plan Admin:Donald R. Jones

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameDONALD R. JONES PA CASH BALANCE PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$1,055,080 / $1,378,125	2023	DONALD R. JONES PA CASH BALANCE PLAN - Plan #002	2 / 2	$1,055,080 / $1,378,125
2023	Plan NameDONALD R. JONES, P.A. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$199,745 / $244,055	2023	DONALD R. JONES, P.A. 401(K) PROFIT SHARING PLAN - Plan #001	2 / 2	$199,745 / $244,055
2022	Plan NameDONALD R. JONES PA CASH BALANCE PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$1,183,041 / $1,055,080	2022	DONALD R. JONES PA CASH BALANCE PLAN - Plan #002	2 / 2	$1,183,041 / $1,055,080
2022	Plan NameDONALD R. JONES, P.A. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$218,384 / $199,745	2022	DONALD R. JONES, P.A. 401(K) PROFIT SHARING PLAN - Plan #001	2 / 2	$218,384 / $199,745
2021	Plan NameDONALD R. JONES PA CASH BALANCE PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$995,086 / $1,183,041	2021	DONALD R. JONES PA CASH BALANCE PLAN - Plan #002	2 / 2	$995,086 / $1,183,041
2021	Plan NameDONALD R. JONES, P.A. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$160,891 / $218,384	2021	DONALD R. JONES, P.A. 401(K) PROFIT SHARING PLAN - Plan #001	2 / 2	$160,891 / $218,384
2020	Plan NameDONALD R. JONES PA CASH BALANCE PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$835,124 / $995,086	2020	DONALD R. JONES PA CASH BALANCE PLAN - Plan #002	2 / 2	$835,124 / $995,086
2020	Plan NameDONALD R. JONES, P.A. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$130,305 / $160,891	2020	DONALD R. JONES, P.A. 401(K) PROFIT SHARING PLAN - Plan #001	2 / 2	$130,305 / $160,891
2019	Plan NameDONALD R. JONES PA CASH BALANCE PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$608,153 / $835,124	2019	DONALD R. JONES PA CASH BALANCE PLAN - Plan #002	2 / 2	$608,153 / $835,124
2019	Plan NameDONALD R. JONES, P.A. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$88,261 / $130,305	2019	DONALD R. JONES, P.A. 401(K) PROFIT SHARING PLAN - Plan #001	2 / 2	$88,261 / $130,305