Roberts Tate, LLC

Form 5500

ROBERTS TATE, LLC

2487 Demere Road Suite #400 P.O. Box 21828, St. Simons Island, Ga 31522 (912) 638-5200 EIN:45-2961420 Plan Admin:Jason Tate

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameROBERTS TATE, LLC 401(K) PLAN Plan #001 Participants BOY/EOY12 / 17 Assets BOY/EOY$2,899,865 / $2,400,182	2022	ROBERTS TATE, LLC 401(K) PLAN - Plan #001	12 / 17	$2,899,865 / $2,400,182
2022	Plan NameROBERTS TATE, LLC CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$740,637 / $925,325	2022	ROBERTS TATE, LLC CASH BALANCE PENSION PLAN - Plan #002	4 / 4	$740,637 / $925,325
2021	Plan NameROBERTS TATE, LLC 401(K) PLAN Plan #001 Participants BOY/EOY11 / 12 Assets BOY/EOY$2,450,142 / $2,899,865	2021	ROBERTS TATE, LLC 401(K) PLAN - Plan #001	11 / 12	$2,450,142 / $2,899,865
2021	Plan NameROBERTS TATE, LLC CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$475,314 / $740,637	2021	ROBERTS TATE, LLC CASH BALANCE PENSION PLAN - Plan #002	4 / 4	$475,314 / $740,637
2020	Plan NameROBERTS TATE, LLC 401(K) PLAN Plan #001 Participants BOY/EOY9 / 11 Assets BOY/EOY$1,850,725 / $2,450,142	2020	ROBERTS TATE, LLC 401(K) PLAN - Plan #001	9 / 11	$1,850,725 / $2,450,142
2020	Plan NameROBERTS TATE, LLC CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$218,258 / $475,314	2020	ROBERTS TATE, LLC CASH BALANCE PENSION PLAN - Plan #002	4 / 4	$218,258 / $475,314
2019	Plan NameROBERTS TATE, LLC 401(K) PLAN Plan #001 Participants BOY/EOY10 / 10 Assets BOY/EOY$1,337,211 / $1,850,725	2019	ROBERTS TATE, LLC 401(K) PLAN - Plan #001	10 / 10	$1,337,211 / $1,850,725
2019	Plan NameROBERTS TATE, LLC CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$0 / $218,258	2019	ROBERTS TATE, LLC CASH BALANCE PENSION PLAN - Plan #002	4 / 4	$0 / $218,258