Ballentine Associates, P.A.

Form 5500

BALLENTINE ASSOCIATES PA

221 Providence Rd, Chapel Hill, Nc 27514 (919) 929-0481 EIN:58-1384987 Plan Admin:Hope Martinique

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameBALLENTINE ASSOCIATES PA 401 K PROFIT SHARING PLAN TRUST Plan #001 Participants BOY/EOY20 / 22 Assets BOY/EOY$284,245 / $498,124	2023	BALLENTINE ASSOCIATES PA 401 K PROFIT SHARING PLAN TRUST - Plan #001	20 / 22	$284,245 / $498,124
2022	Plan NameBALLENTINE ASSOCIATES PA 401 K PROFIT SHARING PLAN TRUST Plan #001 Participants BOY/EOY22 / 20 Assets BOY/EOY$830,909 / $284,245	2022	BALLENTINE ASSOCIATES PA 401 K PROFIT SHARING PLAN TRUST - Plan #001	22 / 20	$830,909 / $284,245
2021	Plan NameBALLENTINE ASSOCIATES PA 401 K PROFIT SHARING PLAN TRUST Plan #001 Participants BOY/EOY19 / 22 Assets BOY/EOY$693,070 / $830,909	2021	BALLENTINE ASSOCIATES PA 401 K PROFIT SHARING PLAN TRUST - Plan #001	19 / 22	$693,070 / $830,909
2020	Plan NameBALLENTINE ASSOCIATES PA 401 K PROFIT SHARING PLAN TRUST Plan #001 Participants BOY/EOY15 / 18 Assets BOY/EOY$559,449 / $693,070	2020	BALLENTINE ASSOCIATES PA 401 K PROFIT SHARING PLAN TRUST - Plan #001	15 / 18	$559,449 / $693,070
2019	Plan NameBALLENTINE ASSOCIATES PA 401 K PROFIT SHARING PLAN TRUST Plan #001 Participants BOY/EOY6 / 5 Assets BOY/EOY$462,793 / $559,449	2019	BALLENTINE ASSOCIATES PA 401 K PROFIT SHARING PLAN TRUST - Plan #001	6 / 5	$462,793 / $559,449