W.J. Bradbury Insurance Services, Inc.

Form 5500

W.J. BRADBURY INSURANCE SERVICES, INC.

1 Avance Ln, Foothill Ranch, Ca 92610 (949) 460-6416 EIN:33-0805846 Plan Admin:Wendell Bradbury

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameW.J. BRADBURY INSURANCE SERVICES, INC. DEFINED BENEFIT PENSION PLAN Plan #001 Participants BOY/EOY2 / 0 Assets BOY/EOY$2,171,003 / $0	2023	W.J. BRADBURY INSURANCE SERVICES, INC. DEFINED BENEFIT PENSION PLAN - Plan #001	2 / 0	$2,171,003 / $0
2022	Plan NameW.J. BRADBURY INSURANCE SERVICES, INC. DEFINED BENEFIT PENSION PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$2,367,231 / $2,171,003	2022	W.J. BRADBURY INSURANCE SERVICES, INC. DEFINED BENEFIT PENSION PLAN - Plan #001	2 / 2	$2,367,231 / $2,171,003
2021	Plan NameW.J. BRADBURY INSURANCE SERVICES, INC. DEFINED BENEFIT PENSION PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$2,290,393 / $2,367,231	2021	W.J. BRADBURY INSURANCE SERVICES, INC. DEFINED BENEFIT PENSION PLAN - Plan #001	2 / 2	$2,290,393 / $2,367,231
2020	Plan NameW.J. BRADBURY INSURANCE SERVICES, INC. DEFINED BENEFIT PENSION PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$2,041,729 / $2,290,393	2020	W.J. BRADBURY INSURANCE SERVICES, INC. DEFINED BENEFIT PENSION PLAN - Plan #001	2 / 2	$2,041,729 / $2,290,393
2019	Plan NameW.J. BRADBURY INSURANCE SERVICES, INC. DEFINED BENEFIT PENSION PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$1,861,204 / $2,041,729	2019	W.J. BRADBURY INSURANCE SERVICES, INC. DEFINED BENEFIT PENSION PLAN - Plan #001	2 / 2	$1,861,204 / $2,041,729