Diaz Anselmo & Associates, P.A.

Form 5500

DIAZ ANSELMO & ASSOCIATES, P.A.

499 NW 70 Ave., Suite 309, Plantation, FL 33317 (954) 564-0071 EIN:65-0345496 Plan Admin:Roy Diaz

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameDIAZ ANSELMO LINDBERG, P.A. 401(K) PLAN Plan #001 Participants BOY/EOY200 / 216 Assets BOY/EOY$6,787,857 / $5,441,109	2022	DIAZ ANSELMO LINDBERG, P.A. 401(K) PLAN - Plan #001	200 / 216	$6,787,857 / $5,441,109
2022	Plan NameDIAZ ANSELMO & ASSOCIATES P.A. WRAP PLAN Plan #501 Participants BOY/EOY169 / 0 Assets BOY/EOY$0 / $0	2022	DIAZ ANSELMO & ASSOCIATES P.A. WRAP PLAN - Plan #501	169 / 0	$0 / $0
2021	Plan NameDIAZ ANSELMO LINDBERG, P.A. 401(K) PLAN Plan #001 Participants BOY/EOY123 / 185 Assets BOY/EOY$2,624,082 / $6,787,857	2021	DIAZ ANSELMO LINDBERG, P.A. 401(K) PLAN - Plan #001	123 / 185	$2,624,082 / $6,787,857
2020	Plan NameSHD LEGAL GROUP PA 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY61 / 64 Assets BOY/EOY$2,332,620 / $2,624,082	2020	SHD LEGAL GROUP PA 401(K) PROFIT SHARING PLAN - Plan #001	61 / 64	$2,332,620 / $2,624,082
2019	Plan NameSHD LEGAL GROUP PA 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY65 / 66 Assets BOY/EOY$2,044,724 / $2,332,620	2019	SHD LEGAL GROUP PA 401(K) PROFIT SHARING PLAN - Plan #001	65 / 66	$2,044,724 / $2,332,620