Theodore Liftman Insurance, Inc.

Form 5500

THEODORE LIFTMAN INSURANCE, INC.

175 Federal Street Suite 1230, Boston, Ma 02110 (617) 439-9595 EIN:04-2629666 Plan Admin:Mark Liftman

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameTHEODORE LIFTMAN INSUR 401K PLAN Plan #004 Participants BOY/EOY7 / 7 Assets BOY/EOY$3,540,993 / $4,421,385	2023	THEODORE LIFTMAN INSUR 401K PLAN - Plan #004	7 / 7	$3,540,993 / $4,421,385
2022	Plan NameTHEODORE LIFTMAN INSUR 401K PLAN Plan #004 Participants BOY/EOY7 / 7 Assets BOY/EOY$4,199,127 / $3,540,993	2022	THEODORE LIFTMAN INSUR 401K PLAN - Plan #004	7 / 7	$4,199,127 / $3,540,993
2021	Plan NameTHEODORE LIFTMAN INSUR 401K PLAN Plan #004 Participants BOY/EOY7 / 7 Assets BOY/EOY$3,300,443 / $4,199,127	2021	THEODORE LIFTMAN INSUR 401K PLAN - Plan #004	7 / 7	$3,300,443 / $4,199,127
2020	Plan NameTHEODORE LIFTMAN INSUR 401K PLAN Plan #004 Participants BOY/EOY8 / 7 Assets BOY/EOY$2,863,015 / $3,300,443	2020	THEODORE LIFTMAN INSUR 401K PLAN - Plan #004	8 / 7	$2,863,015 / $3,300,443
2019	Plan NameTHEODORE LIFTMAN INSUR 401K PLAN Plan #004 Participants BOY/EOY8 / 8 Assets BOY/EOY$2,185,575 / $2,863,015	2019	THEODORE LIFTMAN INSUR 401K PLAN - Plan #004	8 / 8	$2,185,575 / $2,863,015