Wellbaum Law, P.A.

Form 5500

WELLBAUM LAW P.A.

686 N Indiana Ave STE A, Englewood, FL 34223 (941) 474-3241 EIN:59-2440710 Plan Admin:Lori Wellbaum

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameWELLBAUM LAW P.A. DEFINED CONTRIB. PENSION PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$1,035,980 / $1,148,714	2023	WELLBAUM LAW P.A. DEFINED CONTRIB. PENSION PLAN - Plan #001	9 / 9	$1,035,980 / $1,148,714
2022	Plan NameWELLBAUM & EMERY, P.A. DEFINED CONTRIB. PENSION PLAN Plan #001 Participants BOY/EOY8 / 9 Assets BOY/EOY$1,268,551 / $1,035,980	2022	WELLBAUM & EMERY, P.A. DEFINED CONTRIB. PENSION PLAN - Plan #001	8 / 9	$1,268,551 / $1,035,980
2021	Plan NameWELLBAUM & EMERY, P.A. DEFINED CONTRIB. PENSION PLAN Plan #001 Participants BOY/EOY9 / 8 Assets BOY/EOY$1,090,345 / $1,191,734	2021	WELLBAUM & EMERY, P.A. DEFINED CONTRIB. PENSION PLAN - Plan #001	9 / 8	$1,090,345 / $1,191,734
2020	Plan NameWELLBAUM & EMERY, P.A. DEFINED CONTRIB. PENSION PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$962,461 / $1,090,345	2020	WELLBAUM & EMERY, P.A. DEFINED CONTRIB. PENSION PLAN - Plan #001	9 / 9	$962,461 / $1,090,345
2019	Plan NameWELLBAUM & EMERY, P. A. Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$881,916 / $962,461	2019	WELLBAUM & EMERY, P. A. - Plan #001	8 / 8	$881,916 / $962,461