Columbia Insurance Agency, Inc.

Form 5500

COLUMBIA INSURANCE AGENCY, INC.

31 Central Square, Lynn, Ma 01901 (781) 598-5000 EIN:04-2456114 Plan Admin:John Olson

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameCOLUMBIA INSURANCE 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY16 / 16 Assets BOY/EOY$1,000,637 / $1,050,582	2023	COLUMBIA INSURANCE 401(K) PROFIT SHARING PLAN - Plan #001	16 / 16	$1,000,637 / $1,050,582
2023	Plan NameCOLUMBIA INSURANCE CASH BALANCE PLAN Plan #002 Participants BOY/EOY7 / 7 Assets BOY/EOY$151,849 / $306,191	2023	COLUMBIA INSURANCE CASH BALANCE PLAN - Plan #002	7 / 7	$151,849 / $306,191
2022	Plan NameCOLUMBIA INSURANCE 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY16 / 16 Assets BOY/EOY$1,073,132 / $1,000,637	2022	COLUMBIA INSURANCE 401(K) PROFIT SHARING PLAN - Plan #001	16 / 16	$1,073,132 / $1,000,637
2022	Plan NameCOLUMBIA INSURANCE CASH BALANCE PLAN Plan #002 Participants BOY/EOY7 / 6 Assets BOY/EOY$0 / $151,849	2022	COLUMBIA INSURANCE CASH BALANCE PLAN - Plan #002	7 / 6	$0 / $151,849
2021	Plan NameCOLUMBIA INSURANCE 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY20 / 15 Assets BOY/EOY$1,078,703 / $1,073,132	2021	COLUMBIA INSURANCE 401(K) PROFIT SHARING PLAN - Plan #001	20 / 15	$1,078,703 / $1,073,132
2020	Plan NameCOLUMBIA INSURANCE 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY15 / 19 Assets BOY/EOY$896,773 / $1,078,703	2020	COLUMBIA INSURANCE 401(K) PROFIT SHARING PLAN - Plan #001	15 / 19	$896,773 / $1,078,703
2019	Plan NameCOLUMBIA INSURANCE 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY13 / 13 Assets BOY/EOY$818,147 / $896,773	2019	COLUMBIA INSURANCE 401(K) PROFIT SHARING PLAN - Plan #001	13 / 13	$818,147 / $896,773