Gloria Alvord Insurance Agency, Inc

Form 5500

GLORIA ALVORD INSURANCE AGENCY, INC.

525 W. Remington Dr. #110 Suite 110, Sunnyvale, Ca 94087 (408) 739-6950 EIN:20-5447462 Plan Admin:Gloria Alvord

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameGLORIA ALVORD INSURANCE AGENCY 401(K) PLAN Plan #001 Participants BOY/EOY5 / 6 Assets BOY/EOY$351,610 / $500,230	2023	GLORIA ALVORD INSURANCE AGENCY 401(K) PLAN - Plan #001	5 / 6	$351,610 / $500,230
2022	Plan NameGLORIA ALVORD INSURANCE AGENCY 401(K) PLAN Plan #001 Participants BOY/EOY2 / 5 Assets BOY/EOY$330,757 / $351,610	2022	GLORIA ALVORD INSURANCE AGENCY 401(K) PLAN - Plan #001	2 / 5	$330,757 / $351,610
2022	Plan NameGLORIA ALVORD INSURANCE AGENCY, INC. CASH BALANCE PLAN & TRUST Plan #002 Participants BOY/EOY3 / 0 Assets BOY/EOY$690,941 / $0	2022	GLORIA ALVORD INSURANCE AGENCY, INC. CASH BALANCE PLAN & TRUST - Plan #002	3 / 0	$690,941 / $0
2021	Plan NameGLORIA ALVORD INSURANCE AGENCY, INC. CASH BALANCE PENSION PLAN & TRUST Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$625,618 / $690,941	2021	GLORIA ALVORD INSURANCE AGENCY, INC. CASH BALANCE PENSION PLAN & TRUST - Plan #002	3 / 3	$625,618 / $690,941
2021	Plan NameGLORIA ALVORD INSURANCE AGENCY 401(K) PLAN Plan #001 Participants BOY/EOY5 / 2 Assets BOY/EOY$440,648 / $330,757	2021	GLORIA ALVORD INSURANCE AGENCY 401(K) PLAN - Plan #001	5 / 2	$440,648 / $330,757
2020	Plan NameGLORIA ALVORD INSURANCE AGENCY, INC. CASH BALANCE PENSION PLAN & TRUST Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$525,833 / $625,618	2020	GLORIA ALVORD INSURANCE AGENCY, INC. CASH BALANCE PENSION PLAN & TRUST - Plan #002	3 / 3	$525,833 / $625,618
2020	Plan NameALVORD INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY6 / 5 Assets BOY/EOY$345,212 / $440,648	2020	ALVORD INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001	6 / 5	$345,212 / $440,648
2019	Plan NameGLORIA ALVORD INSURANCE AGENCY, INC. CASH BALANCE PENSION PLAN & TRUST Plan #002 Participants BOY/EOY4 / 3 Assets BOY/EOY$405,122 / $525,833	2019	GLORIA ALVORD INSURANCE AGENCY, INC. CASH BALANCE PENSION PLAN & TRUST - Plan #002	4 / 3	$405,122 / $525,833
2019	Plan NameALVORD INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY5 / 7 Assets BOY/EOY$230,545 / $345,212	2019	ALVORD INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001	5 / 7	$230,545 / $345,212