Sheila Gordon-Holt, D.D.S., P.A.

Form 5500

SHEILA GORDON-HOLT, D.D.S., P.A.

12105 Copper Way Suite 200, Charlotte, Nc 28277 (704) 542-2325 EIN:42-1593972 Plan Admin:Sheila Gordon Holt

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameHOLT FAMILY DENTISTRY 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$1,304,654 / $1,395,410	2022	HOLT FAMILY DENTISTRY 401(K) RETIREMENT PLAN - Plan #001	7 / 7	$1,304,654 / $1,395,410
2022	Plan NameHOLT FAMILY DENTISTRY CASH BALANCE PLAN Plan #002 Participants BOY/EOY6 / 6 Assets BOY/EOY$150,419 / $302,155	2022	HOLT FAMILY DENTISTRY CASH BALANCE PLAN - Plan #002	6 / 6	$150,419 / $302,155
2021	Plan NameHOLT FAMILY DENTISTRY 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$1,262,642 / $1,304,654	2021	HOLT FAMILY DENTISTRY 401(K) RETIREMENT PLAN - Plan #001	7 / 7	$1,262,642 / $1,304,654
2021	Plan NameHOLT FAMILY DENTISTRY CASH BALANCE PLAN Plan #002 Participants BOY/EOY8 / 6 Assets BOY/EOY$0 / $150,419	2021	HOLT FAMILY DENTISTRY CASH BALANCE PLAN - Plan #002	8 / 6	$0 / $150,419
2020	Plan NameHOLT FAMILY DENTISTRY 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY6 / 7 Assets BOY/EOY$1,012,246 / $1,262,642	2020	HOLT FAMILY DENTISTRY 401(K) RETIREMENT PLAN - Plan #001	6 / 7	$1,012,246 / $1,262,642
2019	Plan NameHOLT FAMILY DENTISTRY 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY6 / 5 Assets BOY/EOY$744,406 / $1,012,246	2019	HOLT FAMILY DENTISTRY 401(K) RETIREMENT PLAN - Plan #001	6 / 5	$744,406 / $1,012,246