Weekley Schulte Valdes, LLC

Form 5500

WEEKLEY SCHULTE VALDES, LLC

1635 North Tampa Street Suite 100, Tampa, FL 33602 (813) 221-1154 EIN:26-1369699 Plan Admin:Plan Sponsor

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameWEEKLEY SCHULTE VALDES 401(K)/PROFIT SHARING PLAN Plan #001 Participants BOY/EOY41 / 47 Assets BOY/EOY$4,224,587 / $5,109,359	2023	WEEKLEY SCHULTE VALDES 401(K)/PROFIT SHARING PLAN - Plan #001	41 / 47	$4,224,587 / $5,109,359
2022	Plan NameWEEKLEY SCHULTE VALDES 401(K)PROFIT SHARING PLAN Plan #001 Participants BOY/EOY38 / 41 Assets BOY/EOY$4,713,451 / $4,224,587	2022	WEEKLEY SCHULTE VALDES 401(K)PROFIT SHARING PLAN - Plan #001	38 / 41	$4,713,451 / $4,224,587
2021	Plan NameWEEKLEY SCHULTE VALDES 401(K)PROFIT SHARING PLAN Plan #001 Participants BOY/EOY37 / 37 Assets BOY/EOY$3,868,940 / $4,713,451	2021	WEEKLEY SCHULTE VALDES 401(K)PROFIT SHARING PLAN - Plan #001	37 / 37	$3,868,940 / $4,713,451
2020	Plan NameWEEKLEY SCHULTE VALDES 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY30 / 34 Assets BOY/EOY$3,112,367 / $3,868,940	2020	WEEKLEY SCHULTE VALDES 401(K) PROFIT SHARING PLAN - Plan #001	30 / 34	$3,112,367 / $3,868,940
2019	Plan NameWEEKLEY SCHULTE VALDES 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY25 / 29 Assets BOY/EOY$2,391,715 / $3,112,367	2019	WEEKLEY SCHULTE VALDES 401(K) PROFIT SHARING PLAN - Plan #001	25 / 29	$2,391,715 / $3,112,367