Patrick J. Thomas Agency, Inc.

Form 5500

PATRICK J. THOMAS AGENCY, INC.

121 South 8th St. Suite 980, Minneapolis, Mn 55402 (612) 339-5522 EIN:41-0908095 Plan Admin:Matthew Davies

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NamePATRICK J. THOMAS AGENCY, INC. PROFIT SHARING AND 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$1,392,337 / $1,719,070	2023	PATRICK J. THOMAS AGENCY, INC. PROFIT SHARING AND 401(K) PLAN - Plan #001	5 / 5	$1,392,337 / $1,719,070
2022	Plan NamePATRICK J. THOMAS AGENCY, INC. PROFIT SHARING AND 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$1,502,826 / $1,392,337	2022	PATRICK J. THOMAS AGENCY, INC. PROFIT SHARING AND 401(K) PLAN - Plan #001	5 / 5	$1,502,826 / $1,392,337
2021	Plan NamePATRICK J. THOMAS AGENCY, INC. PROFIT SHARING AND 401(K) PLAN Plan #001 Participants BOY/EOY6 / 5 Assets BOY/EOY$1,405,236 / $1,502,826	2021	PATRICK J. THOMAS AGENCY, INC. PROFIT SHARING AND 401(K) PLAN - Plan #001	6 / 5	$1,405,236 / $1,502,826
2020	Plan NamePATRICK J. THOMAS AGENCY, INC. PROFIT SHARING AND 401(K) PLAN Plan #001 Participants BOY/EOY7 / 6 Assets BOY/EOY$1,744,629 / $1,405,236	2020	PATRICK J. THOMAS AGENCY, INC. PROFIT SHARING AND 401(K) PLAN - Plan #001	7 / 6	$1,744,629 / $1,405,236
2019	Plan NamePATRICK J. THOMAS AGENCY, INC. PROFIT SHARING AND 401(K) PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$3,409,841 / $1,744,629	2019	PATRICK J. THOMAS AGENCY, INC. PROFIT SHARING AND 401(K) PLAN - Plan #001	7 / 7	$3,409,841 / $1,744,629