Mcgill Smith Punshon, Inc.

Form 5500

MCGILL SMITH PUNSHON, INC.

3700 Park 42 Drive, Suite 190b, Cincinnati, Oh 45241 (513) 759-0004 EIN:31-1108311 Plan Admin:Jose Castrejon

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameMCGILL SMITH PUNSHON, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY59 / 61 Assets BOY/EOY$9,105,411 / $7,918,780	2022	MCGILL SMITH PUNSHON, INC. 401(K) PROFIT SHARING PLAN - Plan #001	59 / 61	$9,105,411 / $7,918,780
2022	Plan NameMCGILL SMITH PUNSHON, INC. DEFINED BENEFIT PLAN Plan #002 Participants BOY/EOY42 / 47 Assets BOY/EOY$617,314 / $255,866	2022	MCGILL SMITH PUNSHON, INC. DEFINED BENEFIT PLAN - Plan #002	42 / 47	$617,314 / $255,866
2021	Plan NameMCGILL SMITH PUNSHON, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY53 / 59 Assets BOY/EOY$7,397,355 / $9,105,411	2021	MCGILL SMITH PUNSHON, INC. 401(K) PROFIT SHARING PLAN - Plan #001	53 / 59	$7,397,355 / $9,105,411
2021	Plan NameMCGILL SMITH PUNSHON, INC. DEFINED BENEFIT PLAN Plan #002 Participants BOY/EOY37 / 42 Assets BOY/EOY$396,798 / $617,314	2021	MCGILL SMITH PUNSHON, INC. DEFINED BENEFIT PLAN - Plan #002	37 / 42	$396,798 / $617,314
2020	Plan NameMCGILL SMITH PUNSHON, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY48 / 53 Assets BOY/EOY$6,127,696 / $7,397,355	2020	MCGILL SMITH PUNSHON, INC. 401(K) PROFIT SHARING PLAN - Plan #001	48 / 53	$6,127,696 / $7,397,355
2020	Plan NameMCGILL SMITH PUNSHON, INC. DEFINED BENEFIT PLAN Plan #002 Participants BOY/EOY39 / 37 Assets BOY/EOY$180,000 / $396,798	2020	MCGILL SMITH PUNSHON, INC. DEFINED BENEFIT PLAN - Plan #002	39 / 37	$180,000 / $396,798
2019	Plan NameMCGILL SMITH PUNSHON, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY46 / 48 Assets BOY/EOY$4,993,179 / $6,127,696	2019	MCGILL SMITH PUNSHON, INC. 401(K) PROFIT SHARING PLAN - Plan #001	46 / 48	$4,993,179 / $6,127,696
2019	Plan NameMCGILL SMITH PUNSHON, INC. DEFINED BENEFIT PLAN Plan #002 Participants BOY/EOY0 / 39 Assets BOY/EOY$0 / $180,000	2019	MCGILL SMITH PUNSHON, INC. DEFINED BENEFIT PLAN - Plan #002	0 / 39	$0 / $180,000