D Daniels Agency, Inc.

Form 5500

D. DANIELS AGENCY, INC.

5751 Briar Hill Road - Building 25, Lexington, Ky 40516 (859) 293-3595 EIN:61-1439073 Plan Admin:Donna Daniels

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameD. DANIELS AGENCY, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY12 / 7 Assets BOY/EOY$422,556 / $488,067	2023	D. DANIELS AGENCY, INC. 401(K) PROFIT SHARING PLAN - Plan #001	12 / 7	$422,556 / $488,067
2022	Plan NameD. DANIELS AGENCY, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY14 / 11 Assets BOY/EOY$437,063 / $422,556	2022	D. DANIELS AGENCY, INC. 401(K) PROFIT SHARING PLAN - Plan #001	14 / 11	$437,063 / $422,556
2022	Plan NameD DANIELS AGENCY, INC. CBS BENEFIT PLAN Plan #501 Participants BOY/EOY8 / 0 Assets BOY/EOY$2,379 / $0	2022	D DANIELS AGENCY, INC. CBS BENEFIT PLAN - Plan #501	8 / 0	$2,379 / $0
2021	Plan NameD. DANIELS AGENCY, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY18 / 13 Assets BOY/EOY$313,040 / $437,063	2021	D. DANIELS AGENCY, INC. 401(K) PROFIT SHARING PLAN - Plan #001	18 / 13	$313,040 / $437,063
2021	Plan NameD DANIELS AGENCY, INC. CBS BENEFIT PLAN Plan #501 Participants BOY/EOY18 / 6 Assets BOY/EOY$0 / $2,379	2021	D DANIELS AGENCY, INC. CBS BENEFIT PLAN - Plan #501	18 / 6	$0 / $2,379
2020	Plan NameD. DANIELS AGENCY, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY16 / 16 Assets BOY/EOY$198,405 / $313,040	2020	D. DANIELS AGENCY, INC. 401(K) PROFIT SHARING PLAN - Plan #001	16 / 16	$198,405 / $313,040
2019	Plan NameD. DANIELS AGENCY, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY14 / 14 Assets BOY/EOY$88,715 / $198,405	2019	D. DANIELS AGENCY, INC. 401(K) PROFIT SHARING PLAN - Plan #001	14 / 14	$88,715 / $198,405