Petra Pacific Insurance Service, Inc.

Form 5500

PETRA PACIFIC INSURANCE SERVICE, INC.

770 The City Dr S Suite 1500, Orange, Ca 92868 (800) 466-8951 EIN:95-4308176 Plan Admin:Christopher J. Jensen

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NamePETRA PACIFIC INSURANCE SERVICE, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY64 / 62 Assets BOY/EOY$6,055,656 / $7,033,156	2023	PETRA PACIFIC INSURANCE SERVICE, INC. 401(K) PROFIT SHARING PLAN - Plan #001	64 / 62	$6,055,656 / $7,033,156
2022	Plan NamePETRA PACIFIC INSURANCE SERVICE, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY66 / 65 Assets BOY/EOY$6,783,600 / $6,055,656	2022	PETRA PACIFIC INSURANCE SERVICE, INC. 401(K) PROFIT SHARING PLAN - Plan #001	66 / 65	$6,783,600 / $6,055,656
2021	Plan NamePETRA PACIFIC INSURANCE SERVICE, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY68 / 65 Assets BOY/EOY$5,776,798 / $6,783,600	2021	PETRA PACIFIC INSURANCE SERVICE, INC. 401(K) PROFIT SHARING PLAN - Plan #001	68 / 65	$5,776,798 / $6,783,600
2020	Plan NamePETRA PACIFIC INSURANCE SERVICE, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY69 / 67 Assets BOY/EOY$4,809,457 / $5,776,798	2020	PETRA PACIFIC INSURANCE SERVICE, INC. 401(K) PROFIT SHARING PLAN - Plan #001	69 / 67	$4,809,457 / $5,776,798
2019	Plan NamePETRA PACIFIC INSURANCE SERVICE, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY64 / 63 Assets BOY/EOY$3,801,112 / $4,809,457	2019	PETRA PACIFIC INSURANCE SERVICE, INC. 401(K) PROFIT SHARING PLAN - Plan #001	64 / 63	$3,801,112 / $4,809,457