The Mcaulay Smith Firm, LTD.

Form 5500

THE MCAULAY SMITH FIRM, LTD.

The Rotunda Building 4201 Congress Street, Suite 145, Charlotte, Nc 28209 (704) 342-1880 EIN:56-1922482 Plan Admin:Steven Smith

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameTHE MCAULAY SMITH FIRM PROFIT SHARING 401(K) PLAN AND TRUST Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$910,329 / $1,130,037	2023	THE MCAULAY SMITH FIRM PROFIT SHARING 401(K) PLAN AND TRUST - Plan #001	2 / 2	$910,329 / $1,130,037
2023	Plan NameTHE MCAULAY SMITH FIRM, LTD. PENSION PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$492,641 / $707,688	2023	THE MCAULAY SMITH FIRM, LTD. PENSION PLAN - Plan #002	2 / 2	$492,641 / $707,688
2022	Plan NameTHE MCAULAY SMITH FIRM PROFIT SHARING 401(K) PLAN AND TRUST Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$908,101 / $910,329	2022	THE MCAULAY SMITH FIRM PROFIT SHARING 401(K) PLAN AND TRUST - Plan #001	2 / 2	$908,101 / $910,329
2022	Plan NameTHE MCAULAY SMITH FIRM, LTD. PENSION PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$235,000 / $492,641	2022	THE MCAULAY SMITH FIRM, LTD. PENSION PLAN - Plan #002	2 / 2	$235,000 / $492,641
2021	Plan NameTHE MCAULAY SMITH FIRM PROFIT SHARING 401(K) PLAN AND TRUST Plan #001 Participants BOY/EOY4 / 3 Assets BOY/EOY$931,003 / $908,101	2021	THE MCAULAY SMITH FIRM PROFIT SHARING 401(K) PLAN AND TRUST - Plan #001	4 / 3	$931,003 / $908,101
2021	Plan NameTHE MCAULAY SMITH FIRM, LTD. PENSION PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$0 / $235,000	2021	THE MCAULAY SMITH FIRM, LTD. PENSION PLAN - Plan #002	2 / 2	$0 / $235,000
2020	Plan NameTHE MCAULAY SMITH FIRM PROFIT SHARING 401(K) PLAN AND TRUST Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$1,036,205 / $931,003	2020	THE MCAULAY SMITH FIRM PROFIT SHARING 401(K) PLAN AND TRUST - Plan #001	4 / 4	$1,036,205 / $931,003
2019	Plan NameTHE MCAULAY SMITH FIRM PROFIT SHARING 401(K) PLAN AND TRUST Plan #001 Participants BOY/EOY5 / 4 Assets BOY/EOY$943,847 / $1,036,205	2019	THE MCAULAY SMITH FIRM PROFIT SHARING 401(K) PLAN AND TRUST - Plan #001	5 / 4	$943,847 / $1,036,205