Finkelman Insurance, Inc.

Form 5500

FINKELMAN INSURANCE, INC.

78 Foxglove Drive, Cranston, Ri 02920 (401) 274-0303 EIN:05-0453498 Plan Admin:Roy Finkelman

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameFINKELMAN INSURANCE, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$2,475,628 / $3,024,468	2023	FINKELMAN INSURANCE, INC. 401(K) PROFIT SHARING PLAN - Plan #001	7 / 7	$2,475,628 / $3,024,468
2022	Plan NameFINKELMAN INSURANCE, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$2,956,483 / $2,475,628	2022	FINKELMAN INSURANCE, INC. 401(K) PROFIT SHARING PLAN - Plan #001	7 / 7	$2,956,483 / $2,475,628
2021	Plan NameFINKELMAN INSURANCE, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$2,524,521 / $2,956,483	2021	FINKELMAN INSURANCE, INC. 401(K) PROFIT SHARING PLAN - Plan #001	7 / 7	$2,524,521 / $2,956,483
2020	Plan NameFINKELMAN INSURANCE, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY8 / 7 Assets BOY/EOY$2,194,052 / $2,524,521	2020	FINKELMAN INSURANCE, INC. 401(K) PROFIT SHARING PLAN - Plan #001	8 / 7	$2,194,052 / $2,524,521
2019	Plan NameFINKELMAN INSURANCE, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$1,798,400 / $2,194,052	2019	FINKELMAN INSURANCE, INC. 401(K) PROFIT SHARING PLAN - Plan #001	8 / 8	$1,798,400 / $2,194,052