Wegman Design Group, Inc.

Form 5500

WEGMAN DESIGN GROUP, INC.

2385 Trade Center Way, Naples, FL 34109 (239) 596-8551 EIN:65-1116797 Plan Admin:Lori Wegman

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameWEGMAN DESIGN GROUP CASH BALANCE PLAN Plan #002 Participants BOY/EOY16 / 12 Assets BOY/EOY$3,478,548 / $4,083,147	2023	WEGMAN DESIGN GROUP CASH BALANCE PLAN - Plan #002	16 / 12	$3,478,548 / $4,083,147
2023	Plan NameWEGMAN DESIGN GROUP 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY17 / 11 Assets BOY/EOY$1,895,769 / $2,057,058	2023	WEGMAN DESIGN GROUP 401(K) PROFIT SHARING PLAN - Plan #001	17 / 11	$1,895,769 / $2,057,058
2022	Plan NameWEGMAN DESIGN GROUP CASH BALANCE PLAN Plan #002 Participants BOY/EOY15 / 16 Assets BOY/EOY$3,292,287 / $3,478,548	2022	WEGMAN DESIGN GROUP CASH BALANCE PLAN - Plan #002	15 / 16	$3,292,287 / $3,478,548
2022	Plan NameWEGMAN DESIGN GROUP 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY15 / 17 Assets BOY/EOY$1,991,255 / $1,895,769	2022	WEGMAN DESIGN GROUP 401(K) PROFIT SHARING PLAN - Plan #001	15 / 17	$1,991,255 / $1,895,769
2021	Plan NameWEGMAN DESIGN GROUP CASH BALANCE PLAN Plan #002 Participants BOY/EOY14 / 13 Assets BOY/EOY$2,775,375 / $3,292,287	2021	WEGMAN DESIGN GROUP CASH BALANCE PLAN - Plan #002	14 / 13	$2,775,375 / $3,292,287
2021	Plan NameWEGMAN DESIGN GROUP 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY14 / 13 Assets BOY/EOY$1,676,236 / $1,991,255	2021	WEGMAN DESIGN GROUP 401(K) PROFIT SHARING PLAN - Plan #001	14 / 13	$1,676,236 / $1,991,255
2020	Plan NameWEGMAN DESIGN GROUP CASH BALANCE PLAN Plan #002 Participants BOY/EOY14 / 14 Assets BOY/EOY$2,512,641 / $2,775,375	2020	WEGMAN DESIGN GROUP CASH BALANCE PLAN - Plan #002	14 / 14	$2,512,641 / $2,775,375
2020	Plan NameWEGMAN DESIGN GROUP 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY18 / 14 Assets BOY/EOY$1,365,622 / $1,676,236	2020	WEGMAN DESIGN GROUP 401(K) PROFIT SHARING PLAN - Plan #001	18 / 14	$1,365,622 / $1,676,236
2019	Plan NameWEGMAN DESIGN GROUP CASH BALANCE PLAN Plan #002 Participants BOY/EOY13 / 14 Assets BOY/EOY$2,012,171 / $2,512,641	2019	WEGMAN DESIGN GROUP CASH BALANCE PLAN - Plan #002	13 / 14	$2,012,171 / $2,512,641
2019	Plan NameWEGMAN DESIGN GROUP 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY14 / 17 Assets BOY/EOY$1,032,317 / $1,365,622	2019	WEGMAN DESIGN GROUP 401(K) PROFIT SHARING PLAN - Plan #001	14 / 17	$1,032,317 / $1,365,622