Herron and Smith Associates, P.L.L.C

Form 5500

HERRON AND SMITH ASSOCIATES, P.L.L.C.

135 Perrin Place, Suite 100, Charlotte, Nc 28207 (704) 332-1211 EIN:83-2268377 Plan Admin:James A. Herron

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameHERRON AND SMITH ASSOCIATES, PLLC EMPLOYEE'S PROFIT SHARING PLAN & TRUST Plan #002 Participants BOY/EOY14 / 11 Assets BOY/EOY$4,457,113 / $3,783,190	2022	HERRON AND SMITH ASSOCIATES, PLLC EMPLOYEE'S PROFIT SHARING PLAN & TRUST - Plan #002	14 / 11	$4,457,113 / $3,783,190
2021	Plan NameHERRON AND SMITH ASSOCIATES, PLLC EMPLOYEE'S PROFIT SHARING PLAN & TRUST Plan #002 Participants BOY/EOY13 / 13 Assets BOY/EOY$3,647,993 / $4,457,113	2021	HERRON AND SMITH ASSOCIATES, PLLC EMPLOYEE'S PROFIT SHARING PLAN & TRUST - Plan #002	13 / 13	$3,647,993 / $4,457,113
2021	Plan NameHERRON AND SMITH ASSOCIATES PLLC MEDOVA LIFESTYLE HEALTH PLAN Plan #501 Participants BOY/EOY0 / 0 Assets BOY/EOY$137 / $0	2021	HERRON AND SMITH ASSOCIATES PLLC MEDOVA LIFESTYLE HEALTH PLAN - Plan #501	0 / 0	$137 / $0
2020	Plan NameHERRON AND SMITH ASSOCIATES, PLLC EMPLOYEE'S PROFIT SHARING PLAN & TRUST Plan #002 Participants BOY/EOY12 / 13 Assets BOY/EOY$3,022,463 / $3,647,993	2020	HERRON AND SMITH ASSOCIATES, PLLC EMPLOYEE'S PROFIT SHARING PLAN & TRUST - Plan #002	12 / 13	$3,022,463 / $3,647,993
2020	Plan NameHERRON AND SMITH ASSOCIATES PLLC MEDOVA LIFESTYLE HEALTH PLAN Plan #501 Participants BOY/EOY10 / 0 Assets BOY/EOY$0 / $137	2020	HERRON AND SMITH ASSOCIATES PLLC MEDOVA LIFESTYLE HEALTH PLAN - Plan #501	10 / 0	$0 / $137
2019	Plan NameHERRON AND SMITH ASSOCIATES, PLLC EMPLOYEE'S PROFIT SHARING PLAN & TRUST Plan #002 Participants BOY/EOY11 / 11 Assets BOY/EOY$2,363,000 / $3,022,463	2019	HERRON AND SMITH ASSOCIATES, PLLC EMPLOYEE'S PROFIT SHARING PLAN & TRUST - Plan #002	11 / 11	$2,363,000 / $3,022,463