Robert H. Coe and Sons Insurance Agency, Inc.

Form 5500

ROBERT H. COE AND SONS INSURANCE AGENCY, INC.

P.O. Box 426, Live Oak, Ca 95953 (530) 695-2151 EIN:94-2380591 Plan Admin:Robert H Coe Jr

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameROBERT H. COE AND SONS INSURANCE AGENCY, INC. PROFIT SHARING 401(K) PLAN Plan #002 Participants BOY/EOY13 / 13 Assets BOY/EOY$603,740 / $723,265	2023	ROBERT H. COE AND SONS INSURANCE AGENCY, INC. PROFIT SHARING 401(K) PLAN - Plan #002	13 / 13	$603,740 / $723,265
2022	Plan NameROBERT H. COE AND SONS INSURANCE AGENCY, INC. PROFIT SHARING 401(K) PLAN Plan #002 Participants BOY/EOY14 / 13 Assets BOY/EOY$673,308 / $603,740	2022	ROBERT H. COE AND SONS INSURANCE AGENCY, INC. PROFIT SHARING 401(K) PLAN - Plan #002	14 / 13	$673,308 / $603,740
2021	Plan NameROBERT H. COE AND SONS INSURANCE AGENCY, INC. PROFIT SHARING 401(K) PLAN Plan #002 Participants BOY/EOY17 / 14 Assets BOY/EOY$581,083 / $673,308	2021	ROBERT H. COE AND SONS INSURANCE AGENCY, INC. PROFIT SHARING 401(K) PLAN - Plan #002	17 / 14	$581,083 / $673,308
2020	Plan NameROBERT H. COE AND SONS INSURANCE AGENCY, INC. PROFIT SHARING 401(K) PLAN Plan #002 Participants BOY/EOY16 / 15 Assets BOY/EOY$498,137 / $581,083	2020	ROBERT H. COE AND SONS INSURANCE AGENCY, INC. PROFIT SHARING 401(K) PLAN - Plan #002	16 / 15	$498,137 / $581,083
2019	Plan NameROBERT H. COE AND SONS INSURANCE AGENCY, INC. PROFIT SHARING 401(K) PLAN Plan #002 Participants BOY/EOY17 / 14 Assets BOY/EOY$588,754 / $498,137	2019	ROBERT H. COE AND SONS INSURANCE AGENCY, INC. PROFIT SHARING 401(K) PLAN - Plan #002	17 / 14	$588,754 / $498,137