Douglas Grant, P.A.

Form 5500

DOUGLAS M. GRANT, P.A.

207 Bayfront Drive, Bonita Springs, FL 34134 (239) 948-4450 EIN:59-3606603 Plan Admin:Douglas Grant

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameGRANT GROUP TEAM CASH BALANCE PLAN Plan #004 Participants BOY/EOY3 / 0 Assets BOY/EOY$48,844 / $0	2023	GRANT GROUP TEAM CASH BALANCE PLAN - Plan #004	3 / 0	$48,844 / $0
2022	Plan NameGRANT GROUP TEAM 401(K) PLAN Plan #003 Participants BOY/EOY5 / 5 Assets BOY/EOY$240,731 / $266,300	2022	GRANT GROUP TEAM 401(K) PLAN - Plan #003	5 / 5	$240,731 / $266,300
2022	Plan NameGRANT GROUP TEAM CASH BALANCE PLAN Plan #004 Participants BOY/EOY4 / 3 Assets BOY/EOY$54,618 / $48,844	2022	GRANT GROUP TEAM CASH BALANCE PLAN - Plan #004	4 / 3	$54,618 / $48,844
2021	Plan NameGRANT GROUP TEAM 401(K) PLAN Plan #003 Participants BOY/EOY4 / 5 Assets BOY/EOY$179,020 / $240,731	2021	GRANT GROUP TEAM 401(K) PLAN - Plan #003	4 / 5	$179,020 / $240,731
2021	Plan NameGRANT GROUP TEAM CASH BALANCE PLAN Plan #004 Participants BOY/EOY3 / 3 Assets BOY/EOY$46,909 / $54,618	2021	GRANT GROUP TEAM CASH BALANCE PLAN - Plan #004	3 / 3	$46,909 / $54,618
2020	Plan NameGRANT GROUP TEAM 401(K) PLAN Plan #003 Participants BOY/EOY4 / 4 Assets BOY/EOY$136,201 / $179,020	2020	GRANT GROUP TEAM 401(K) PLAN - Plan #003	4 / 4	$136,201 / $179,020
2020	Plan NameGRANT GROUP TEAM CASH BALANCE PLAN Plan #004 Participants BOY/EOY3 / 3 Assets BOY/EOY$43,719 / $46,909	2020	GRANT GROUP TEAM CASH BALANCE PLAN - Plan #004	3 / 3	$43,719 / $46,909
2019	Plan NameGRANT GROUP TEAM 401(K) PLAN Plan #003 Participants BOY/EOY4 / 4 Assets BOY/EOY$99,752 / $136,201	2019	GRANT GROUP TEAM 401(K) PLAN - Plan #003	4 / 4	$99,752 / $136,201
2019	Plan NameGRANT GROUP TEAM CASH BALANCE PLAN Plan #004 Participants BOY/EOY3 / 3 Assets BOY/EOY$37,013 / $43,719	2019	GRANT GROUP TEAM CASH BALANCE PLAN - Plan #004	3 / 3	$37,013 / $43,719