Simon's Agency, Inc.

Form 5500

SIMON'S AGENCY, INC.

4963 Wintersweet Drive, Liverpool, Ny 13088 (315) 454-8700 EIN:16-1287073 Plan Admin:Dorothy Schaefer-Pfaff

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameSIMON'S AGENCY, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY47 / 49 Assets BOY/EOY$661,991 / $798,138	2023	SIMON'S AGENCY, INC. 401(K) PROFIT SHARING PLAN - Plan #001	47 / 49	$661,991 / $798,138
2022	Plan NameSIMON'S AGENCY, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY54 / 46 Assets BOY/EOY$952,141 / $661,991	2022	SIMON'S AGENCY, INC. 401(K) PROFIT SHARING PLAN - Plan #001	54 / 46	$952,141 / $661,991
2021	Plan NameSIMON'S AGENCY, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY56 / 53 Assets BOY/EOY$663,234 / $952,141	2021	SIMON'S AGENCY, INC. 401(K) PROFIT SHARING PLAN - Plan #001	56 / 53	$663,234 / $952,141
2020	Plan NameSIMON'S AGENCY, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY42 / 53 Assets BOY/EOY$456,243 / $663,234	2020	SIMON'S AGENCY, INC. 401(K) PROFIT SHARING PLAN - Plan #001	42 / 53	$456,243 / $663,234
2019	Plan NameSIMON'S AGENCY, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY43 / 43 Assets BOY/EOY$363,922 / $456,243	2019	SIMON'S AGENCY, INC. 401(K) PROFIT SHARING PLAN - Plan #001	43 / 43	$363,922 / $456,243