Wallace and Graham, P.A.

Form 5500

WALLACE AND GRAHAM, P.A.

525 N Main St, Salisbury, Nc 28144 (704) 633-5244 EIN:56-1913816 Plan Admin:William Goodman

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameWALLACE AND GRAHAM, P.A. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY58 / 56 Assets BOY/EOY$8,222,021 / $10,071,828	2023	WALLACE AND GRAHAM, P.A. 401(K) PROFIT SHARING PLAN - Plan #001	58 / 56	$8,222,021 / $10,071,828
2022	Plan NameWALLACE AND GRAHAM, P.A. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY54 / 55 Assets BOY/EOY$9,908,318 / $8,222,021	2022	WALLACE AND GRAHAM, P.A. 401(K) PROFIT SHARING PLAN - Plan #001	54 / 55	$9,908,318 / $8,222,021
2021	Plan NameWALLACE AND GRAHAM, P.A. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY58 / 52 Assets BOY/EOY$8,566,225 / $9,908,318	2021	WALLACE AND GRAHAM, P.A. 401(K) PROFIT SHARING PLAN - Plan #001	58 / 52	$8,566,225 / $9,908,318
2020	Plan NameWALLACE AND GRAHAM, P.A. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY55 / 55 Assets BOY/EOY$7,057,687 / $8,566,225	2020	WALLACE AND GRAHAM, P.A. 401(K) PROFIT SHARING PLAN - Plan #001	55 / 55	$7,057,687 / $8,566,225
2019	Plan NameWALLACE AND GRAHAM, P.A. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY59 / 55 Assets BOY/EOY$5,650,459 / $7,057,687	2019	WALLACE AND GRAHAM, P.A. 401(K) PROFIT SHARING PLAN - Plan #001	59 / 55	$5,650,459 / $7,057,687