Soderberg Insurance Services, Inc.

Form 5500

SODERBERG INSURANCE SERVICES, INC.

200 Broadway, Lynnfield, Ma 01940 (781) 593-9393 EIN:04-2582220 Plan Admin:Kathryn Soderberg

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameSODERBERG INSURANCE SERVICES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY11 / 12 Assets BOY/EOY$1,126,781 / $970,705	2022	SODERBERG INSURANCE SERVICES, INC. 401(K) PLAN - Plan #001	11 / 12	$1,126,781 / $970,705
2022	Plan NameSODERBERG INSURANCE SERVICES, INC. RETIREMENT PLAN Plan #002 Participants BOY/EOY6 / 9 Assets BOY/EOY$821,003 / $964,509	2022	SODERBERG INSURANCE SERVICES, INC. RETIREMENT PLAN - Plan #002	6 / 9	$821,003 / $964,509
2021	Plan NameSODERBERG INSURANCE SERVICES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY13 / 14 Assets BOY/EOY$980,020 / $1,126,781	2021	SODERBERG INSURANCE SERVICES, INC. 401(K) PLAN - Plan #001	13 / 14	$980,020 / $1,126,781
2021	Plan NameSODERBERG INSURANCE SERVICES, INC. RETIREMENT PLAN Plan #002 Participants BOY/EOY7 / 6 Assets BOY/EOY$523,814 / $821,003	2021	SODERBERG INSURANCE SERVICES, INC. RETIREMENT PLAN - Plan #002	7 / 6	$523,814 / $821,003
2020	Plan NameSODERBERG INSURANCE SERVICES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY11 / 13 Assets BOY/EOY$778,236 / $980,020	2020	SODERBERG INSURANCE SERVICES, INC. 401(K) PLAN - Plan #001	11 / 13	$778,236 / $980,020
2020	Plan NameSODERBERG INSURANCE SERVICES, INC. RETIREMENT PLAN Plan #002 Participants BOY/EOY6 / 7 Assets BOY/EOY$244,598 / $523,814	2020	SODERBERG INSURANCE SERVICES, INC. RETIREMENT PLAN - Plan #002	6 / 7	$244,598 / $523,814
2019	Plan NameSODERBERG INSURANCE SERVICES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY0 / 9 Assets BOY/EOY$0 / $778,236	2019	SODERBERG INSURANCE SERVICES, INC. 401(K) PLAN - Plan #001	0 / 9	$0 / $778,236
2019	Plan NameSODERBERG INSURANCE SERVICES, INC. RETIREMENT PLAN Plan #002 Participants BOY/EOY0 / 6 Assets BOY/EOY$0 / $244,598	2019	SODERBERG INSURANCE SERVICES, INC. RETIREMENT PLAN - Plan #002	0 / 6	$0 / $244,598