Petrocelli Public Insurance Adjusters, Inc.

Form 5500

PETROCELLI PUBLIC INSURANCE ADJUSTERS, INC.

80 Washington Street. Bldg. G, Norwell, Ma 02061 (781) 740-4417 EIN:04-3353424 Plan Admin:Mark Petrocelli

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NamePETROCELLI PUBLIC INSURANCE ADJUSTERS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY19 / 20 Assets BOY/EOY$2,863,616 / $3,685,323	2023	PETROCELLI PUBLIC INSURANCE ADJUSTERS, INC. 401(K) PLAN - Plan #001	19 / 20	$2,863,616 / $3,685,323
2023	Plan NamePETROCELLI PUBLIC INSURANCE ADJUSTERS, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY13 / 14 Assets BOY/EOY$733,880 / $938,549	2023	PETROCELLI PUBLIC INSURANCE ADJUSTERS, INC. CASH BALANCE PLAN - Plan #002	13 / 14	$733,880 / $938,549
2022	Plan NamePETROCELLI PUBLIC INSURANCE ADJUSTERS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY18 / 19 Assets BOY/EOY$3,179,943 / $2,863,616	2022	PETROCELLI PUBLIC INSURANCE ADJUSTERS, INC. 401(K) PLAN - Plan #001	18 / 19	$3,179,943 / $2,863,616
2022	Plan NamePETROCELLI PUBLIC INSURANCE ADJUSTERS, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY11 / 13 Assets BOY/EOY$641,089 / $733,880	2022	PETROCELLI PUBLIC INSURANCE ADJUSTERS, INC. CASH BALANCE PLAN - Plan #002	11 / 13	$641,089 / $733,880
2021	Plan NamePETROCELLI PUBLIC INSURANCE ADJUSTERS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY19 / 18 Assets BOY/EOY$2,556,280 / $3,179,943	2021	PETROCELLI PUBLIC INSURANCE ADJUSTERS, INC. 401(K) PLAN - Plan #001	19 / 18	$2,556,280 / $3,179,943
2021	Plan NamePETROCELLI PUBLIC INSURANCE ADJUSTERS, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY11 / 11 Assets BOY/EOY$446,969 / $641,089	2021	PETROCELLI PUBLIC INSURANCE ADJUSTERS, INC. CASH BALANCE PLAN - Plan #002	11 / 11	$446,969 / $641,089
2020	Plan NamePETROCELLI PUBLIC INSURANCE ADJUSTERS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY18 / 18 Assets BOY/EOY$1,938,489 / $2,556,280	2020	PETROCELLI PUBLIC INSURANCE ADJUSTERS, INC. 401(K) PLAN - Plan #001	18 / 18	$1,938,489 / $2,556,280
2020	Plan NamePETROCELLI PUBLIC INSURANCE ADJUSTERS, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY9 / 10 Assets BOY/EOY$297,918 / $446,969	2020	PETROCELLI PUBLIC INSURANCE ADJUSTERS, INC. CASH BALANCE PLAN - Plan #002	9 / 10	$297,918 / $446,969
2019	Plan NamePETROCELLI PUBLIC INSURANCE ADJUSTERS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY13 / 17 Assets BOY/EOY$1,424,174 / $1,938,489	2019	PETROCELLI PUBLIC INSURANCE ADJUSTERS, INC. 401(K) PLAN - Plan #001	13 / 17	$1,424,174 / $1,938,489
2019	Plan NamePETROCELLI PUBLIC INSURANCE ADJUSTERS, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY7 / 8 Assets BOY/EOY$151,170 / $297,918	2019	PETROCELLI PUBLIC INSURANCE ADJUSTERS, INC. CASH BALANCE PLAN - Plan #002	7 / 8	$151,170 / $297,918