Wakefield Investments, Inc.

Form 5500

WAKEFIELD INVESTMENTS, INC.

6 Kimball Lane, Suite 110, Lynnfield, Ma 01940 (781) 245-2611 EIN:04-2034748 Plan Admin:R. David Schelzi

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameWAKEFIELD INVESTMENTS, INC. 401K PLAN Plan #003 Participants BOY/EOY25 / 24 Assets BOY/EOY$1,312,835 / $1,492,331	2023	WAKEFIELD INVESTMENTS, INC. 401K PLAN - Plan #003	25 / 24	$1,312,835 / $1,492,331
2022	Plan NameWAKEFIELD INVESTMENTS, INC. 401K PLAN Plan #003 Participants BOY/EOY24 / 25 Assets BOY/EOY$1,395,142 / $1,312,835	2022	WAKEFIELD INVESTMENTS, INC. 401K PLAN - Plan #003	24 / 25	$1,395,142 / $1,312,835
2021	Plan NameWAKEFIELD INVESTMENTS, INC. 401K PLAN Plan #003 Participants BOY/EOY25 / 24 Assets BOY/EOY$1,499,213 / $1,395,142	2021	WAKEFIELD INVESTMENTS, INC. 401K PLAN - Plan #003	25 / 24	$1,499,213 / $1,395,142
2020	Plan NameWAKEFIELD INVESTMENTS, INC. 401K PLAN Plan #003 Participants BOY/EOY24 / 25 Assets BOY/EOY$1,202,464 / $1,499,213	2020	WAKEFIELD INVESTMENTS, INC. 401K PLAN - Plan #003	24 / 25	$1,202,464 / $1,499,213
2019	Plan NameWAKEFIELD INVESTMENTS, INC. 401K PLAN Plan #003 Participants BOY/EOY23 / 24 Assets BOY/EOY$942,311 / $1,202,464	2019	WAKEFIELD INVESTMENTS, INC. 401K PLAN - Plan #003	23 / 24	$942,311 / $1,202,464