The Fedeli Group

Form 5500

THE FEDELI GROUP, INC.

5005 Rockside Rd #500, Independence, Oh 44131 (216) 643-6998 EIN:34-1310398 Plan Admin:Umberto Fedeli

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameTHE FEDELI GROUP, INC. CASH BALANCE PENSION PLAN AND TRUST Plan #002 Participants BOY/EOY0 / 0 Assets BOY/EOY$300,195 / $0	2023	THE FEDELI GROUP, INC. CASH BALANCE PENSION PLAN AND TRUST - Plan #002	0 / 0	$300,195 / $0
2022	Plan NameTHE FEDELI GROUP, INC 401(K) PLAN Plan #001 Participants BOY/EOY100 / 106 Assets BOY/EOY$13,704,253 / $11,713,487	2022	THE FEDELI GROUP, INC 401(K) PLAN - Plan #001	100 / 106	$13,704,253 / $11,713,487
2022	Plan NameTHE FEDELI GROUP, INC. CASH BALANCE PENSION PLAN AND TRUST Plan #002 Participants BOY/EOY0 / 0 Assets BOY/EOY$312,563 / $300,195	2022	THE FEDELI GROUP, INC. CASH BALANCE PENSION PLAN AND TRUST - Plan #002	0 / 0	$312,563 / $300,195
2021	Plan NameTHE FEDELI GROUP, INC 401(K) PLAN Plan #001 Participants BOY/EOY91 / 100 Assets BOY/EOY$12,659,902 / $13,704,253	2021	THE FEDELI GROUP, INC 401(K) PLAN - Plan #001	91 / 100	$12,659,902 / $13,704,253
2021	Plan NameTHE FEDELI GROUP, INC. CASH BALANCE PENSION PLAN AND TRUST Plan #002 Participants BOY/EOY6 / 0 Assets BOY/EOY$700,845 / $312,563	2021	THE FEDELI GROUP, INC. CASH BALANCE PENSION PLAN AND TRUST - Plan #002	6 / 0	$700,845 / $312,563
2021	Plan NameTHE FEDELI GROUP, INC. PROFIT-SHARING PLAN AND TRUST Plan #003 Participants BOY/EOY1 / 0 Assets BOY/EOY$4,191 / $0	2021	THE FEDELI GROUP, INC. PROFIT-SHARING PLAN AND TRUST - Plan #003	1 / 0	$4,191 / $0
2020	Plan NameTHE FEDELI GROUP, INC 401(K) PLAN Plan #001 Participants BOY/EOY112 / 91 Assets BOY/EOY$12,013,534 / $12,659,902	2020	THE FEDELI GROUP, INC 401(K) PLAN - Plan #001	112 / 91	$12,013,534 / $12,659,902
2020	Plan NameTHE FEDELI GROUP, INC. CASH BALANCE PENSION PLAN AND TRUST Plan #002 Participants BOY/EOY46 / 6 Assets BOY/EOY$2,942,838 / $700,845	2020	THE FEDELI GROUP, INC. CASH BALANCE PENSION PLAN AND TRUST - Plan #002	46 / 6	$2,942,838 / $700,845
2020	Plan NameTHE FEDELI GROUP, INC. PROFIT-SHARING PLAN AND TRUST Plan #003 Participants BOY/EOY53 / 1 Assets BOY/EOY$1,297,324 / $4,191	2020	THE FEDELI GROUP, INC. PROFIT-SHARING PLAN AND TRUST - Plan #003	53 / 1	$1,297,324 / $4,191
2019	Plan NameTHE FEDELI GROUP, INC 401(K) PLAN Plan #001 Participants BOY/EOY100 / 100 Assets BOY/EOY$12,901,920 / $12,013,534	2019	THE FEDELI GROUP, INC 401(K) PLAN - Plan #001	100 / 100	$12,901,920 / $12,013,534
2019	Plan NameTHE FEDELI GROUP, INC. CASH BALANCE PENSION PLAN AND TRUST Plan #002 Participants BOY/EOY43 / 46 Assets BOY/EOY$2,339,566 / $2,942,838	2019	THE FEDELI GROUP, INC. CASH BALANCE PENSION PLAN AND TRUST - Plan #002	43 / 46	$2,339,566 / $2,942,838
2019	Plan NameTHE FEDELI GROUP, INC. PROFIT-SHARING PLAN AND TRUST Plan #003 Participants BOY/EOY53 / 53 Assets BOY/EOY$1,231,433 / $1,297,324	2019	THE FEDELI GROUP, INC. PROFIT-SHARING PLAN AND TRUST - Plan #003	53 / 53	$1,231,433 / $1,297,324