Miller, Helms & Folk, PA

Form 5500

MILLER, HELMS & FOLK, P.A.

6326 Whiskey Creek Drive, Suite A, Fort Myers, FL 33919 (239) 481-9696 EIN:65-0225494 Plan Admin:Kathleen Johnson

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameMILLER, HELMS & FOLK, P.A. 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY12 / 10 Assets BOY/EOY$2,659,614 / $2,420,844	2022	MILLER, HELMS & FOLK, P.A. 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001	12 / 10	$2,659,614 / $2,420,844
2021	Plan NameMILLER, HELMS & FOLK, P.A. 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY12 / 12 Assets BOY/EOY$2,252,944 / $2,659,614	2021	MILLER, HELMS & FOLK, P.A. 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001	12 / 12	$2,252,944 / $2,659,614
2020	Plan NameMILLER, HELMS & FOLK, P.A. 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY14 / 12 Assets BOY/EOY$1,940,181 / $2,252,944	2020	MILLER, HELMS & FOLK, P.A. 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001	14 / 12	$1,940,181 / $2,252,944
2019	Plan NameMILLER, HELMS & FOLK, P.A. 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY8 / 14 Assets BOY/EOY$2,455,955 / $1,940,181	2019	MILLER, HELMS & FOLK, P.A. 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001	8 / 14	$2,455,955 / $1,940,181