Lenz-Balder Insurance, Inc.

Form 5500

LENZ-BALDER INSURANCE, INC.

201 E. Court Street, Ludington, Mi 49431 (231) 845-6279 EIN:38-1746977 Plan Admin:Jason Rowe

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameLENZ-BALDER INSURANCE, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY27 / 30 Assets BOY/EOY$1,844,803 / $2,333,060	2023	LENZ-BALDER INSURANCE, INC. 401(K) PROFIT SHARING PLAN - Plan #001	27 / 30	$1,844,803 / $2,333,060
2022	Plan NameLENZ-BALDER INSURANCE, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY32 / 27 Assets BOY/EOY$2,218,636 / $1,844,803	2022	LENZ-BALDER INSURANCE, INC. 401(K) PROFIT SHARING PLAN - Plan #001	32 / 27	$2,218,636 / $1,844,803
2021	Plan NameLENZ-BALDER INSURANCE, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY27 / 31 Assets BOY/EOY$1,743,217 / $2,218,636	2021	LENZ-BALDER INSURANCE, INC. 401(K) PROFIT SHARING PLAN - Plan #001	27 / 31	$1,743,217 / $2,218,636
2020	Plan NameLENZ-BALDER INSURANCE, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY24 / 25 Assets BOY/EOY$1,414,020 / $1,743,217	2020	LENZ-BALDER INSURANCE, INC. 401(K) PROFIT SHARING PLAN - Plan #001	24 / 25	$1,414,020 / $1,743,217
2019	Plan NameLENZ-BALDER INSURANCE, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY25 / 23 Assets BOY/EOY$1,123,883 / $1,414,020	2019	LENZ-BALDER INSURANCE, INC. 401(K) PROFIT SHARING PLAN - Plan #001	25 / 23	$1,123,883 / $1,414,020