Wheeler Associates

Form 5500

WHEELER ASSOCIATES

324 West Superior Street Suite 1000, Duluth, Mn 55802 (218) 336-8528 EIN:41-0806066 Plan Admin:Jordan Walling

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameWHEELER FINANCIAL, INC 401(K) PLAN Plan #001 Participants BOY/EOY14 / 14 Assets BOY/EOY$2,605,907 / $3,373,020	2023	WHEELER FINANCIAL, INC 401(K) PLAN - Plan #001	14 / 14	$2,605,907 / $3,373,020
2022	Plan NameWHEELER FINANCIAL, INC 401(K) PLAN Plan #001 Participants BOY/EOY13 / 14 Assets BOY/EOY$2,734,658 / $2,605,907	2022	WHEELER FINANCIAL, INC 401(K) PLAN - Plan #001	13 / 14	$2,734,658 / $2,605,907
2021	Plan NameWHEELER FINANCIAL, INC 401(K) PLAN Plan #001 Participants BOY/EOY13 / 13 Assets BOY/EOY$2,544,521 / $2,734,658	2021	WHEELER FINANCIAL, INC 401(K) PLAN - Plan #001	13 / 13	$2,544,521 / $2,734,658
2020	Plan NameWHEELER FINANCIAL, INC 401(K) PLAN Plan #001 Participants BOY/EOY14 / 13 Assets BOY/EOY$1,864,342 / $2,544,521	2020	WHEELER FINANCIAL, INC 401(K) PLAN - Plan #001	14 / 13	$1,864,342 / $2,544,521
2019	Plan NameWHEELER FINANCIAL, INC 401(K) PLAN Plan #001 Participants BOY/EOY9 / 13 Assets BOY/EOY$1,227,757 / $1,864,342	2019	WHEELER FINANCIAL, INC 401(K) PLAN - Plan #001	9 / 13	$1,227,757 / $1,864,342