Schoenfeld Insurance Associates, Inc.

Form 5500

SCHOENFELD INSURANCE ASSOCIATES, INC.

6225 Smith Avenue, Baltimore, Md 21209 (410) 602-2000 EIN:52-0799825 Plan Admin:Judith Morrison

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameSCHOENFELD INSURANCE ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST AND 401(K) PLAN Plan #003 Participants BOY/EOY49 / 49 Assets BOY/EOY$11,369,288 / $13,110,738	2023	SCHOENFELD INSURANCE ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST AND 401(K) PLAN - Plan #003	49 / 49	$11,369,288 / $13,110,738
2022	Plan NameSCHOENFELD INSURANCE ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST AND 401(K) PLAN Plan #003 Participants BOY/EOY48 / 49 Assets BOY/EOY$14,669,041 / $11,369,288	2022	SCHOENFELD INSURANCE ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST AND 401(K) PLAN - Plan #003	48 / 49	$14,669,041 / $11,369,288
2021	Plan NameSCHOENFELD INSURANCE ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST AND 401(K) PLAN Plan #003 Participants BOY/EOY52 / 51 Assets BOY/EOY$12,583,521 / $14,669,041	2021	SCHOENFELD INSURANCE ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST AND 401(K) PLAN - Plan #003	52 / 51	$12,583,521 / $14,669,041
2020	Plan NameSCHOENFELD INSURANCE ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST AND 401(K) PLAN Plan #003 Participants BOY/EOY51 / 52 Assets BOY/EOY$10,330,323 / $12,583,521	2020	SCHOENFELD INSURANCE ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST AND 401(K) PLAN - Plan #003	51 / 52	$10,330,323 / $12,583,521
2019	Plan NameSCHOENFELD INSURANCE ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST AND 401(K) PLAN Plan #003 Participants BOY/EOY49 / 50 Assets BOY/EOY$8,373,201 / $10,330,323	2019	SCHOENFELD INSURANCE ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST AND 401(K) PLAN - Plan #003	49 / 50	$8,373,201 / $10,330,323