Stephen Benjamin Insurance Agency, Inc.

Form 5500

STEPHEN BENJAMIN INSURANCE AGENCY, INC.

497 Central Turnpike, Sutton, Ma 01590 (508) 865-9534 EIN:04-2205750 Plan Admin:Stephen Leclaire

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameSTEPHEN BENJAMIN INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN Plan #003 Participants BOY/EOY5 / 5 Assets BOY/EOY$1,736,607 / $1,974,029	2023	STEPHEN BENJAMIN INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN - Plan #003	5 / 5	$1,736,607 / $1,974,029
2022	Plan NameSTEPHEN BENJAMIN INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN Plan #003 Participants BOY/EOY5 / 5 Assets BOY/EOY$2,029,763 / $1,736,607	2022	STEPHEN BENJAMIN INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN - Plan #003	5 / 5	$2,029,763 / $1,736,607
2021	Plan NameSTEPHEN BENJAMIN INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN Plan #003 Participants BOY/EOY5 / 5 Assets BOY/EOY$1,800,072 / $2,029,763	2021	STEPHEN BENJAMIN INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN - Plan #003	5 / 5	$1,800,072 / $2,029,763
2020	Plan NameSTEPHEN BENJAMIN INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN Plan #003 Participants BOY/EOY4 / 4 Assets BOY/EOY$1,574,219 / $1,800,072	2020	STEPHEN BENJAMIN INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN - Plan #003	4 / 4	$1,574,219 / $1,800,072
2019	Plan NameSTEPHEN BENJAMIN INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN Plan #003 Participants BOY/EOY4 / 4 Assets BOY/EOY$1,272,805 / $1,574,219	2019	STEPHEN BENJAMIN INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN - Plan #003	4 / 4	$1,272,805 / $1,574,219