Cotgreave Insurance Agency, Inc.

Form 5500

COTGREAVE INSURANCE AGENCY, INC.

558 Portion Road, Ronkonkoma, Ny 11779 (631) 981-5400 EIN:11-3138767 Plan Admin:James Cotgreave

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameCOTGREAVE INSURANCE AGENCY, INC. 401(K) PLAN Plan #001 Participants BOY/EOY33 / 43 Assets BOY/EOY$2,904,180 / $3,103,089	2023	COTGREAVE INSURANCE AGENCY, INC. 401(K) PLAN - Plan #001	33 / 43	$2,904,180 / $3,103,089
2022	Plan NameCOTGREAVE INSURANCE AGENCY, INC. 401(K) PLAN Plan #001 Participants BOY/EOY34 / 33 Assets BOY/EOY$2,951,331 / $2,904,180	2022	COTGREAVE INSURANCE AGENCY, INC. 401(K) PLAN - Plan #001	34 / 33	$2,951,331 / $2,904,180
2021	Plan NameCOTGREAVE INSURANCE AGENCY, INC. 401(K) PLAN Plan #001 Participants BOY/EOY31 / 34 Assets BOY/EOY$2,643,843 / $2,951,331	2021	COTGREAVE INSURANCE AGENCY, INC. 401(K) PLAN - Plan #001	31 / 34	$2,643,843 / $2,951,331
2020	Plan NameCOTGREAVE INSURANCE AGENCY, INC. 401(K) PLAN Plan #001 Participants BOY/EOY27 / 31 Assets BOY/EOY$2,314,729 / $2,643,843	2020	COTGREAVE INSURANCE AGENCY, INC. 401(K) PLAN - Plan #001	27 / 31	$2,314,729 / $2,643,843
2019	Plan NameCOTGREAVE INSURANCE AGENCY, INC. 401(K) PLAN Plan #001 Participants BOY/EOY26 / 27 Assets BOY/EOY$2,061,436 / $2,314,729	2019	COTGREAVE INSURANCE AGENCY, INC. 401(K) PLAN - Plan #001	26 / 27	$2,061,436 / $2,314,729