The Heller Group, LLC

Form 5500

THE HELLER GROUP, LLC

180 Main Street 2nd Floor, Madison, Nj 07940 (973) 377-6000 EIN:76-0830065 Plan Admin:Robert Goldberg

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameTHE HELLER GROUP, LLC PROFIT SHARING PLAN Plan #001 Participants BOY/EOY13 / 14 Assets BOY/EOY$2,829,968 / $2,691,713	2023	THE HELLER GROUP, LLC PROFIT SHARING PLAN - Plan #001	13 / 14	$2,829,968 / $2,691,713
2022	Plan NameTHE HELLER GROUP, LLC PROFIT SHARING PLAN Plan #001 Participants BOY/EOY12 / 13 Assets BOY/EOY$3,258,303 / $2,829,968	2022	THE HELLER GROUP, LLC PROFIT SHARING PLAN - Plan #001	12 / 13	$3,258,303 / $2,829,968
2021	Plan NameTHE HELLER GROUP, LLC PROFIT SHARING PLAN Plan #001 Participants BOY/EOY13 / 12 Assets BOY/EOY$3,421,502 / $3,258,303	2021	THE HELLER GROUP, LLC PROFIT SHARING PLAN - Plan #001	13 / 12	$3,421,502 / $3,258,303
2020	Plan NameTHE HELLER GROUP, LLC PROFIT SHARING PLAN Plan #001 Participants BOY/EOY14 / 13 Assets BOY/EOY$3,522,965 / $3,421,502	2020	THE HELLER GROUP, LLC PROFIT SHARING PLAN - Plan #001	14 / 13	$3,522,965 / $3,421,502
2019	Plan NameTHE HELLER GROUP, LLC PROFIT SHARING PLAN Plan #001 Participants BOY/EOY14 / 14 Assets BOY/EOY$2,773,632 / $3,522,965	2019	THE HELLER GROUP, LLC PROFIT SHARING PLAN - Plan #001	14 / 14	$2,773,632 / $3,522,965