Wheatly Law Group, P.A.

Form 5500

WHEATLY LAW GROUP, P.A.

710 Cedar Street P. O. Box 360, Beaufort, Nc 28516 (252) 728-3158 EIN:56-1056818 Plan Admin:Claud Wheatly, III

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameWHEATLY LAW GROUP, P.A. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY21 / 22 Assets BOY/EOY$4,758,809 / $4,992,877	2023	WHEATLY LAW GROUP, P.A. 401(K) PROFIT SHARING PLAN - Plan #001	21 / 22	$4,758,809 / $4,992,877
2022	Plan NameWHEATLY LAW GROUP, P.A. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY22 / 21 Assets BOY/EOY$5,479,892 / $4,758,809	2022	WHEATLY LAW GROUP, P.A. 401(K) PROFIT SHARING PLAN - Plan #001	22 / 21	$5,479,892 / $4,758,809
2021	Plan NameWHEATLY LAW GROUP, P.A. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY22 / 22 Assets BOY/EOY$5,955,239 / $5,479,892	2021	WHEATLY LAW GROUP, P.A. 401(K) PROFIT SHARING PLAN - Plan #001	22 / 22	$5,955,239 / $5,479,892
2020	Plan NameWHEATLY LAW GROUP, P.A. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY20 / 22 Assets BOY/EOY$6,279,285 / $5,955,239	2020	WHEATLY LAW GROUP, P.A. 401(K) PROFIT SHARING PLAN - Plan #001	20 / 22	$6,279,285 / $5,955,239