David Scott Insurance Agency, Inc.

Form 5500

DAVID SCOTT INSURANCE AGENCY, INC.

8110 La Jolla Shores Drive, La Jolla, Ca 92037 (858) 459-4259 EIN:33-0189775 Plan Admin:David Scott

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameDAVID SCOTT INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN Plan #003 Participants BOY/EOY4 / 4 Assets BOY/EOY$1,815,466 / $2,032,285	2023	DAVID SCOTT INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN - Plan #003	4 / 4	$1,815,466 / $2,032,285
2022	Plan NameDAVID SCOTT INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN Plan #003 Participants BOY/EOY3 / 4 Assets BOY/EOY$2,012,652 / $1,815,466	2022	DAVID SCOTT INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN - Plan #003	3 / 4	$2,012,652 / $1,815,466
2021	Plan NameDAVID SCOTT INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN Plan #003 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,782,421 / $2,012,652	2021	DAVID SCOTT INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN - Plan #003	3 / 3	$1,782,421 / $2,012,652
2020	Plan NameDAVID SCOTT INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN Plan #003 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,576,687 / $1,782,421	2020	DAVID SCOTT INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN - Plan #003	3 / 3	$1,576,687 / $1,782,421
2019	Plan NameDAVID SCOTT INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN Plan #003 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,316,553 / $1,576,687	2019	DAVID SCOTT INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN - Plan #003	3 / 3	$1,316,553 / $1,576,687