Ivonne Welch Insurance Agency, LLC

Form 5500

IVONNE WELCH INSURANCE AGENCY LLC

42118 Arbor Glen Dr., Temecula, Ca 92592 (714) 240-1000 EIN:46-0932157 Plan Admin:Mariana Welch

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameIVONNE WELCH INSURANCE AGENCY LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY18 / 24 Assets BOY/EOY$3,784,171 / $3,542,126	2022	IVONNE WELCH INSURANCE AGENCY LLC CASH BALANCE PLAN - Plan #002	18 / 24	$3,784,171 / $3,542,126
2022	Plan NameIVONNE WELCH INSURANCE AGENCY 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY48 / 50 Assets BOY/EOY$1,290,558 / $1,189,004	2022	IVONNE WELCH INSURANCE AGENCY 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001	48 / 50	$1,290,558 / $1,189,004
2021	Plan NameIVONNE WELCH INSURANCE AGENCY LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY16 / 18 Assets BOY/EOY$3,416,894 / $3,784,191	2021	IVONNE WELCH INSURANCE AGENCY LLC CASH BALANCE PLAN - Plan #002	16 / 18	$3,416,894 / $3,784,191
2021	Plan NameIVONNE WELCH INSURANCE AGENCY 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY40 / 48 Assets BOY/EOY$1,096,987 / $1,290,558	2021	IVONNE WELCH INSURANCE AGENCY 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001	40 / 48	$1,096,987 / $1,290,558
2020	Plan NameIVONNE WELCH INSURANCE AGENCY LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY8 / 10 Assets BOY/EOY$2,365,536 / $3,416,894	2020	IVONNE WELCH INSURANCE AGENCY LLC CASH BALANCE PLAN - Plan #002	8 / 10	$2,365,536 / $3,416,894
2020	Plan NameIVONNE WELCH INSURANCE AGENCY 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY31 / 40 Assets BOY/EOY$778,548 / $1,096,987	2020	IVONNE WELCH INSURANCE AGENCY 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001	31 / 40	$778,548 / $1,096,987
2019	Plan NameIVONNE WELCH INSURANCE AGENCY LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY7 / 8 Assets BOY/EOY$1,054,473 / $2,365,536	2019	IVONNE WELCH INSURANCE AGENCY LLC CASH BALANCE PLAN - Plan #002	7 / 8	$1,054,473 / $2,365,536
2019	Plan NameIVONNE WELCH INSURANCE AGENCY 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY27 / 30 Assets BOY/EOY$519,135 / $778,548	2019	IVONNE WELCH INSURANCE AGENCY 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	27 / 30	$519,135 / $778,548