Bernardin, Lochmueller and Associates, Inc.

Form 5500

LOCHMUELLER GROUP, INC.

6200 Vogel Road, Evansville, In 47715 (812) 479-6200 EIN:35-1455938 Plan Admin:Amie Roach

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameLOCHMUELLER GROUP, INC. 401(K) SAVINGS PLAN Plan #001 Participants BOY/EOY305 / 341 Assets BOY/EOY$35,495,476 / $31,507,726	2022	LOCHMUELLER GROUP, INC. 401(K) SAVINGS PLAN - Plan #001	305 / 341	$35,495,476 / $31,507,726
2022	Plan NameLOCHMUELLER GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN Plan #002 Participants BOY/EOY210 / 228 Assets BOY/EOY$21,320,820 / $29,050,416	2022	LOCHMUELLER GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN - Plan #002	210 / 228	$21,320,820 / $29,050,416
2022	Plan NameLOCHMUELLER GROUP HEALTH PLAN Plan #501 Participants BOY/EOY197 / 218 Assets BOY/EOY$0 / $0	2022	LOCHMUELLER GROUP HEALTH PLAN - Plan #501	197 / 218	$0 / $0
2022	Plan NameLOCHMUELLER GROUP, INC. WELFARE PLAN Plan #503 Participants BOY/EOY200 / 275 Assets BOY/EOY$0 / $0	2022	LOCHMUELLER GROUP, INC. WELFARE PLAN - Plan #503	200 / 275	$0 / $0
2021	Plan NameLOCHMUELLER GROUP, INC. 401(K) SAVINGS PLAN Plan #001 Participants BOY/EOY260 / 305 Assets BOY/EOY$28,177,338 / $35,495,476	2021	LOCHMUELLER GROUP, INC. 401(K) SAVINGS PLAN - Plan #001	260 / 305	$28,177,338 / $35,495,476
2021	Plan NameLOCHMUELLER GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN Plan #002 Participants BOY/EOY190 / 210 Assets BOY/EOY$12,270,819 / $21,320,820	2021	LOCHMUELLER GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN - Plan #002	190 / 210	$12,270,819 / $21,320,820
2021	Plan NameLOCHMUELLER GROUP, INC. WELFARE PLAN Plan #503 Participants BOY/EOY200 / 230 Assets BOY/EOY$0 / $0	2021	LOCHMUELLER GROUP, INC. WELFARE PLAN - Plan #503	200 / 230	$0 / $0
2021	Plan NameLOCHMUELLER GROUP HEALTH PLAN Plan #501 Participants BOY/EOY175 / 197 Assets BOY/EOY$0 / $0	2021	LOCHMUELLER GROUP HEALTH PLAN - Plan #501	175 / 197	$0 / $0
2020	Plan NameLOCHMUELLER GROUP, INC. 401(K) SAVINGS PLAN Plan #001 Participants BOY/EOY247 / 259 Assets BOY/EOY$28,545,965 / $28,177,338	2020	LOCHMUELLER GROUP, INC. 401(K) SAVINGS PLAN - Plan #001	247 / 259	$28,545,965 / $28,177,338
2020	Plan NameLOCHMUELLER GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN Plan #002 Participants BOY/EOY199 / 190 Assets BOY/EOY$5,590,605 / $12,270,819	2020	LOCHMUELLER GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN - Plan #002	199 / 190	$5,590,605 / $12,270,819
2020	Plan NameLOCHMUELLER GROUP HEALTH PLAN Plan #501 Participants BOY/EOY159 / 175 Assets BOY/EOY$0 / $0	2020	LOCHMUELLER GROUP HEALTH PLAN - Plan #501	159 / 175	$0 / $0
2020	Plan NameLOCHMUELLER GROUP, INC. WELFARE PLAN Plan #503 Participants BOY/EOY189 / 200 Assets BOY/EOY$0 / $0	2020	LOCHMUELLER GROUP, INC. WELFARE PLAN - Plan #503	189 / 200	$0 / $0
2019	Plan NameLOCHMUELLER GROUP, INC. RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY214 / 242 Assets BOY/EOY$22,961,896 / $28,545,965	2019	LOCHMUELLER GROUP, INC. RETIREMENT SAVINGS PLAN - Plan #001	214 / 242	$22,961,896 / $28,545,965
2019	Plan NameLOCHMUELLER GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN Plan #002 Participants BOY/EOY0 / 199 Assets BOY/EOY$0 / $5,590,605	2019	LOCHMUELLER GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN - Plan #002	0 / 199	$0 / $5,590,605
2019	Plan NameLOCHMUELLER GROUP HEALTH PLAN Plan #501 Participants BOY/EOY143 / 159 Assets BOY/EOY$0 / $0	2019	LOCHMUELLER GROUP HEALTH PLAN - Plan #501	143 / 159	$0 / $0
2019	Plan NameLOCHMUELLER GROUP, INC. WELFARE PLAN Plan #503 Participants BOY/EOY164 / 189 Assets BOY/EOY$0 / $0	2019	LOCHMUELLER GROUP, INC. WELFARE PLAN - Plan #503	164 / 189	$0 / $0