Kapnick & Company, Inc.

Form 5500

KAPNICK AND COMPANY, INC. DBA KAPNICK INSURANCE GROUP

333 Industrial Dr., Adrian, Mi 49221 (517) 263-4600 EIN:38-1902430 Plan Admin:Marne Davies

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameKAPNICK AND COMPANY, INC. PROFIT SHARING AND THRIFT SAVINGS PLAN AND TRUST Plan #001 Participants BOY/EOY230 / 241 Assets BOY/EOY$27,738,590 / $34,613,146	2023	KAPNICK AND COMPANY, INC. PROFIT SHARING AND THRIFT SAVINGS PLAN AND TRUST - Plan #001	230 / 241	$27,738,590 / $34,613,146
2023	Plan NameKAPNICK AND COMPANY, INC. EMPLOYEE BENEFIT PLAN Plan #501 Participants BOY/EOY174 / 0 Assets BOY/EOY$0 / $0	2023	KAPNICK AND COMPANY, INC. EMPLOYEE BENEFIT PLAN - Plan #501	174 / 0	$0 / $0
2022	Plan NameKAPNICK AND COMPANY, INC. PROFIT SHARING AND THRIFT SAVINGS PLAN AND TRUST Plan #001 Participants BOY/EOY208 / 230 Assets BOY/EOY$34,724,234 / $27,738,590	2022	KAPNICK AND COMPANY, INC. PROFIT SHARING AND THRIFT SAVINGS PLAN AND TRUST - Plan #001	208 / 230	$34,724,234 / $27,738,590
2022	Plan NameKAPNICK AND COMPANY, INC. EMPLOYEE BENEFIT PLAN Plan #501 Participants BOY/EOY184 / 0 Assets BOY/EOY$0 / $0	2022	KAPNICK AND COMPANY, INC. EMPLOYEE BENEFIT PLAN - Plan #501	184 / 0	$0 / $0
2021	Plan NameKAPNICK AND COMPANY, INC. PROFIT SHARING AND THRIFT SAVINGS PLAN AND TRUST Plan #001 Participants BOY/EOY206 / 208 Assets BOY/EOY$30,529,736 / $34,724,234	2021	KAPNICK AND COMPANY, INC. PROFIT SHARING AND THRIFT SAVINGS PLAN AND TRUST - Plan #001	206 / 208	$30,529,736 / $34,724,234
2021	Plan NameKAPNICK AND COMPANY, INC. EMPLOYEE BENEFIT PLAN Plan #501 Participants BOY/EOY184 / 0 Assets BOY/EOY$0 / $0	2021	KAPNICK AND COMPANY, INC. EMPLOYEE BENEFIT PLAN - Plan #501	184 / 0	$0 / $0
2020	Plan NameKAPNICK AND COMPANY, INC. PROFIT SHARING AND THRIFT SAVINGS PLAN AND TRUST Plan #001 Participants BOY/EOY196 / 206 Assets BOY/EOY$24,927,276 / $30,529,736	2020	KAPNICK AND COMPANY, INC. PROFIT SHARING AND THRIFT SAVINGS PLAN AND TRUST - Plan #001	196 / 206	$24,927,276 / $30,529,736
2020	Plan NameKAPNICK AND COMPANY, INC. EMPLOYEE BENEFIT PLAN Plan #501 Participants BOY/EOY170 / 0 Assets BOY/EOY$0 / $0	2020	KAPNICK AND COMPANY, INC. EMPLOYEE BENEFIT PLAN - Plan #501	170 / 0	$0 / $0
2019	Plan NameKAPNICK AND COMPANY, INC. PROFIT SHARING AND THRIFT SAVINGS PLAN AND TRUST Plan #001 Participants BOY/EOY201 / 196 Assets BOY/EOY$20,438,907 / $24,927,276	2019	KAPNICK AND COMPANY, INC. PROFIT SHARING AND THRIFT SAVINGS PLAN AND TRUST - Plan #001	201 / 196	$20,438,907 / $24,927,276
2019	Plan NameKAPNICK AND COMPANY, INC. EMPLOYEE BENEFIT PLAN Plan #501 Participants BOY/EOY169 / 0 Assets BOY/EOY$0 / $0	2019	KAPNICK AND COMPANY, INC. EMPLOYEE BENEFIT PLAN - Plan #501	169 / 0	$0 / $0