Dale Barton Agency

Form 5500

DALE BARTON AGENCY

1100 East 6600 South, Suite 400, Salt Lake City, Ut 84121 (801) 288-1600 EIN:87-0406240 Plan Admin:Jamien Clark

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameDALE BARTON AGENCY 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY28 / 28 Assets BOY/EOY$7,782,190 / $1,021,267	2022	DALE BARTON AGENCY 401(K) PROFIT SHARING PLAN - Plan #002	28 / 28	$7,782,190 / $1,021,267
2021	Plan NameDALE BARTON AGENCY 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY28 / 28 Assets BOY/EOY$7,720,676 / $7,782,190	2021	DALE BARTON AGENCY 401(K) PROFIT SHARING PLAN - Plan #002	28 / 28	$7,720,676 / $7,782,190
2020	Plan NameDALE BARTON AGENCY 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY31 / 28 Assets BOY/EOY$8,565,232 / $7,720,676	2020	DALE BARTON AGENCY 401(K) PROFIT SHARING PLAN - Plan #002	31 / 28	$8,565,232 / $7,720,676
2019	Plan NameDALE BARTON AGENCY 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY28 / 31 Assets BOY/EOY$9,065,865 / $8,565,232	2019	DALE BARTON AGENCY 401(K) PROFIT SHARING PLAN - Plan #002	28 / 31	$9,065,865 / $8,565,232