David L. Wallace and Associates, P.A.

Form 5500

DAVID L. WALLACE AND ASSOCIATES, P.A.

542 Douglas Avenue, Dunedin, FL 34698 (727) 736-6000 EIN:59-3315453 Plan Admin:Joan Wallace

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameDAVID L. WALLACE & ASSOCIATES, P.A. 401(K) PROFIT SHARING Plan #003 Participants BOY/EOY34 / 34 Assets BOY/EOY$842,905 / $1,141,711	2023	DAVID L. WALLACE & ASSOCIATES, P.A. 401(K) PROFIT SHARING - Plan #003	34 / 34	$842,905 / $1,141,711
2022	Plan NameDAVID L. WALLACE & ASSOCIATES, P.A. 401(K) PROFIT SHARING Plan #003 Participants BOY/EOY36 / 34 Assets BOY/EOY$930,546 / $842,905	2022	DAVID L. WALLACE & ASSOCIATES, P.A. 401(K) PROFIT SHARING - Plan #003	36 / 34	$930,546 / $842,905
2021	Plan NameDAVID L. WALLACE & ASSOCIATES, P.A. 401(K) PROFIT SHARING Plan #003 Participants BOY/EOY28 / 35 Assets BOY/EOY$734,934 / $930,546	2021	DAVID L. WALLACE & ASSOCIATES, P.A. 401(K) PROFIT SHARING - Plan #003	28 / 35	$734,934 / $930,546
2020	Plan NameDAVID L. WALLACE & ASSOC 401(K) PROFIT SHARING PLA Plan #003 Participants BOY/EOY40 / 38 Assets BOY/EOY$613,444 / $734,934	2020	DAVID L. WALLACE & ASSOC 401(K) PROFIT SHARING PLA - Plan #003	40 / 38	$613,444 / $734,934
2019	Plan NameDAVID L. WALLACE & ASSOC 401(K) PROFIT SHARING PLA Plan #003 Participants BOY/EOY37 / 37 Assets BOY/EOY$466,142 / $613,444	2019	DAVID L. WALLACE & ASSOC 401(K) PROFIT SHARING PLA - Plan #003	37 / 37	$466,142 / $613,444