Philip L. Valente, Jr., P.A.

Form 5500

PHILIP L VALENTE JR PA

1818 S Australian Ave STE 302, West Palm Beach, FL 33409 (561) 615-6200 EIN:65-0805302 Plan Admin:Karen Valente

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NamePHILIP L VALENTE JR PA RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY0 / 5 Assets BOY/EOY$0 / $1,028,757	2023	PHILIP L VALENTE JR PA RETIREMENT SAVINGS PLAN - Plan #001	0 / 5	$0 / $1,028,757
2022	Plan NamePHILIP L. VALENTE, JR., P.A. RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$965,350 / $904,705	2022	PHILIP L. VALENTE, JR., P.A. RETIREMENT SAVINGS PLAN - Plan #001	4 / 5	$965,350 / $904,705
2021	Plan NamePHILIP L. VALENTE, JR., P.A. RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY5 / 4 Assets BOY/EOY$831,596 / $965,350	2021	PHILIP L. VALENTE, JR., P.A. RETIREMENT SAVINGS PLAN - Plan #001	5 / 4	$831,596 / $965,350
2021	Plan NamePHILIP L. VALENTE, JR. P.A. CASH BALANCE PLAN Plan #002 Participants BOY/EOY5 / 5 Assets BOY/EOY$579,581 / $725,657	2021	PHILIP L. VALENTE, JR. P.A. CASH BALANCE PLAN - Plan #002	5 / 5	$579,581 / $725,657
2020	Plan NamePHILIP L. VALENTE, JR., P.A. RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$806,243 / $831,596	2020	PHILIP L. VALENTE, JR., P.A. RETIREMENT SAVINGS PLAN - Plan #001	6 / 6	$806,243 / $831,596
2020	Plan NamePHILIP L. VALENTE, JR., P.A. CASH BALANCE PLAN Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$208,237 / $579,581	2020	PHILIP L. VALENTE, JR., P.A. CASH BALANCE PLAN - Plan #002	4 / 4	$208,237 / $579,581
2019	Plan NamePHILIP L. VALENTE, JR., P.A. RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$635,390 / $806,243	2019	PHILIP L. VALENTE, JR., P.A. RETIREMENT SAVINGS PLAN - Plan #001	5 / 5	$635,390 / $806,243
2019	Plan NamePHILIP L. VALENTE, JR., P.A. CASH BALANCE PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$0 / $208,237	2019	PHILIP L. VALENTE, JR., P.A. CASH BALANCE PLAN - Plan #002	3 / 3	$0 / $208,237