Chad Stewart and Associates, Inc.

Form 5500

CHAD STEWART & ASSOCIATES, INC

9700 Village Circle, Lakeland, Tn 38004 (901) 260-7850 EIN:20-0711910 Plan Admin:Amanda Stewart

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameCHAD STEWART & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY22 / 24 Assets BOY/EOY$2,528,894 / $3,389,655	2023	CHAD STEWART & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN - Plan #002	22 / 24	$2,528,894 / $3,389,655
2022	Plan NameCHAD STEWART & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY22 / 20 Assets BOY/EOY$3,177,254 / $2,528,894	2022	CHAD STEWART & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN - Plan #002	22 / 20	$3,177,254 / $2,528,894
2021	Plan NameCHAD STEWART & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY17 / 22 Assets BOY/EOY$2,549,205 / $3,177,254	2021	CHAD STEWART & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN - Plan #002	17 / 22	$2,549,205 / $3,177,254
2020	Plan NameCHAD STEWART & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY18 / 17 Assets BOY/EOY$2,217,180 / $2,549,205	2020	CHAD STEWART & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN - Plan #002	18 / 17	$2,217,180 / $2,549,205
2019	Plan NameCHAD STEWART & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY13 / 14 Assets BOY/EOY$1,694,853 / $2,217,180	2019	CHAD STEWART & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN - Plan #002	13 / 14	$1,694,853 / $2,217,180