Briggs Advisory Group, Inc.

Form 5500

BRIGGS ADVISORY GROUP, INC.

24 Albion Road, Suite 440, Lincoln, Ri 02865 (401) 334-3400 EIN:47-2156245 Plan Admin:Harold E. Briggs, Jr.

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2024	Plan NameBRIGGS ADVISORY GROUP INC 401(K) PLAN Plan #001 Participants BOY/EOY8 / 0 Assets BOY/EOY$3,047,349 / $0	2024	BRIGGS ADVISORY GROUP INC 401(K) PLAN - Plan #001	8 / 0	$3,047,349 / $0
2023	Plan NameBRIGGS ADVISORY GROUP 401(K) PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$2,301,147 / $3,047,349	2023	BRIGGS ADVISORY GROUP 401(K) PLAN - Plan #001	8 / 8	$2,301,147 / $3,047,349
2023	Plan NameBRIGGS ADVISORY GROUP CASH BALANCE PLAN Plan #002 Participants BOY/EOY6 / 0 Assets BOY/EOY$1,736,751 / $0	2023	BRIGGS ADVISORY GROUP CASH BALANCE PLAN - Plan #002	6 / 0	$1,736,751 / $0
2022	Plan NameBRIGGS ADVISORY GROUP 401(K) PLAN Plan #001 Participants BOY/EOY6 / 7 Assets BOY/EOY$2,338,720 / $2,301,147	2022	BRIGGS ADVISORY GROUP 401(K) PLAN - Plan #001	6 / 7	$2,338,720 / $2,301,147
2022	Plan NameBRIGGS ADVISORY GROUP CASH BALANCE PLAN Plan #002 Participants BOY/EOY5 / 6 Assets BOY/EOY$1,646,211 / $1,736,751	2022	BRIGGS ADVISORY GROUP CASH BALANCE PLAN - Plan #002	5 / 6	$1,646,211 / $1,736,751
2021	Plan NameBRIGGS ADVISORY GROUP 401(K) PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$1,854,126 / $2,338,720	2021	BRIGGS ADVISORY GROUP 401(K) PLAN - Plan #001	6 / 6	$1,854,126 / $2,338,720
2021	Plan NameBRIGGS ADVISORY GROUP CASH BALANCE PLAN Plan #002 Participants BOY/EOY5 / 5 Assets BOY/EOY$1,244,269 / $1,646,211	2021	BRIGGS ADVISORY GROUP CASH BALANCE PLAN - Plan #002	5 / 5	$1,244,269 / $1,646,211
2020	Plan NameBRIGGS ADVISORY GROUP 401(K) PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$1,584,971 / $1,854,126	2020	BRIGGS ADVISORY GROUP 401(K) PLAN - Plan #001	6 / 6	$1,584,971 / $1,854,126
2020	Plan NameBRIGGS ADVISORY GROUP CASH BALANCE PLAN Plan #002 Participants BOY/EOY5 / 5 Assets BOY/EOY$960,955 / $1,244,269	2020	BRIGGS ADVISORY GROUP CASH BALANCE PLAN - Plan #002	5 / 5	$960,955 / $1,244,269
2019	Plan NameBRIGGS ADVISORY GROUP 401(K) PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$1,200,182 / $1,584,971	2019	BRIGGS ADVISORY GROUP 401(K) PLAN - Plan #001	6 / 6	$1,200,182 / $1,584,971
2019	Plan NameBRIGGS ADVISORY GROUP CASH BALANCE PLAN Plan #002 Participants BOY/EOY6 / 5 Assets BOY/EOY$669,735 / $960,955	2019	BRIGGS ADVISORY GROUP CASH BALANCE PLAN - Plan #002	6 / 5	$669,735 / $960,955