Alcott Insurance Agency

Form 5500

ALCOTT INSURANCE AGENCY

3945 Idaho Street, San Diego, Ca 92104 (619) 293-3800 EIN:95-2368837 Plan Admin:James Devito

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameALCOTT INSURANCE AGENCY 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY12 / 11 Assets BOY/EOY$1,433,147 / $1,680,649	2023	ALCOTT INSURANCE AGENCY 401(K) PROFIT SHARING PLAN - Plan #001	12 / 11	$1,433,147 / $1,680,649
2022	Plan NameALCOTT INSURANCE AGENCY 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY12 / 12 Assets BOY/EOY$1,676,804 / $1,433,147	2022	ALCOTT INSURANCE AGENCY 401(K) PROFIT SHARING PLAN - Plan #001	12 / 12	$1,676,804 / $1,433,147
2021	Plan NameALCOTT INSURANCE AGENCY 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY14 / 13 Assets BOY/EOY$1,567,187 / $1,676,804	2021	ALCOTT INSURANCE AGENCY 401(K) PROFIT SHARING PLAN - Plan #001	14 / 13	$1,567,187 / $1,676,804
2020	Plan NameALCOTT INSURANCE AGENCY 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY11 / 13 Assets BOY/EOY$1,300,456 / $1,567,187	2020	ALCOTT INSURANCE AGENCY 401(K) PROFIT SHARING PLAN - Plan #001	11 / 13	$1,300,456 / $1,567,187
2019	Plan NameALCOTT INSURANCE AGENCY 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY16 / 11 Assets BOY/EOY$1,279,908 / $1,300,456	2019	ALCOTT INSURANCE AGENCY 401(K) PROFIT SHARING PLAN - Plan #001	16 / 11	$1,279,908 / $1,300,456