Forshee & Lockwood, P.A.

Form 5500

FORSHEE & LOCKWOOD, P.A.

2600 South Douglas Road Suite 406, Coral Gables, FL 33134 (305) 447-0777 EIN:65-0282278 Plan Admin:Kevin Lockwood

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameFORSHEE & LOCKWOOD 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY14 / 15 Assets BOY/EOY$2,211,697 / $2,607,105	2023	FORSHEE & LOCKWOOD 401(K) PROFIT SHARING PLAN - Plan #001	14 / 15	$2,211,697 / $2,607,105
2022	Plan NameFORSHEE & LOCKWOOD 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY14 / 14 Assets BOY/EOY$2,617,182 / $2,211,697	2022	FORSHEE & LOCKWOOD 401(K) PROFIT SHARING PLAN - Plan #001	14 / 14	$2,617,182 / $2,211,697
2021	Plan NameFORSHEE & LOCKWOOD 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY14 / 14 Assets BOY/EOY$2,149,296 / $2,617,182	2021	FORSHEE & LOCKWOOD 401(K) PROFIT SHARING PLAN - Plan #001	14 / 14	$2,149,296 / $2,617,182
2020	Plan NameFORSHEE & LOCKWOOD 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY17 / 14 Assets BOY/EOY$1,829,698 / $2,149,296	2020	FORSHEE & LOCKWOOD 401(K) PROFIT SHARING PLAN - Plan #001	17 / 14	$1,829,698 / $2,149,296
2019	Plan NameFORSHEE & LOCKWOOD 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY15 / 16 Assets BOY/EOY$1,403,223 / $1,829,698	2019	FORSHEE & LOCKWOOD 401(K) PROFIT SHARING PLAN - Plan #001	15 / 16	$1,403,223 / $1,829,698