Rountree Losee LLP

Form 5500

ROUNTREE LOSEE LLP

2419 Market Street, Wilmington, Nc 28403 (910) 763-3404 EIN:56-1259241 Plan Admin:Geoffrey A. Losee

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameROUNTREE LOSEE, LLP 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY11 / 11 Assets BOY/EOY$2,023,866 / $2,367,560	2023	ROUNTREE LOSEE, LLP 401(K) PROFIT SHARING PLAN - Plan #001	11 / 11	$2,023,866 / $2,367,560
2022	Plan NameROUNTREE LOSEE, LLP 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY9 / 10 Assets BOY/EOY$2,367,409 / $2,023,866	2022	ROUNTREE LOSEE, LLP 401(K) PROFIT SHARING PLAN - Plan #001	9 / 10	$2,367,409 / $2,023,866
2021	Plan NameROUNTREE LOSEE, LLP 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$2,213,522 / $2,367,409	2021	ROUNTREE LOSEE, LLP 401(K) PROFIT SHARING PLAN - Plan #001	9 / 9	$2,213,522 / $2,367,409
2020	Plan NameROUNTREE LOSEE, LLP 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY13 / 13 Assets BOY/EOY$1,916,092 / $2,213,522	2020	ROUNTREE LOSEE, LLP 401(K) PROFIT SHARING PLAN - Plan #001	13 / 13	$1,916,092 / $2,213,522
2019	Plan NameROUNTREE LOSEE, LLP 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY11 / 12 Assets BOY/EOY$1,544,889 / $1,916,092	2019	ROUNTREE LOSEE, LLP 401(K) PROFIT SHARING PLAN - Plan #001	11 / 12	$1,544,889 / $1,916,092