Joan Roisum Insurance Agency, Inc.

Form 5500

JOAN ROISUM INSURANCE AGENCY, INC.

378 Oak St. Suite 100, Excelsior, Mn 55331 (952) 835-7188 EIN:41-1928546 Plan Admin:Joan Roisum

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameROISUM COMPANIES 401(K) PLAN Plan #001 Participants BOY/EOY11 / 6 Assets BOY/EOY$1,294,977 / $1,635,291	2023	ROISUM COMPANIES 401(K) PLAN - Plan #001	11 / 6	$1,294,977 / $1,635,291
2022	Plan NameROISUM COMPANIES 401(K) PLAN Plan #001 Participants BOY/EOY11 / 11 Assets BOY/EOY$1,615,243 / $1,294,977	2022	ROISUM COMPANIES 401(K) PLAN - Plan #001	11 / 11	$1,615,243 / $1,294,977
2021	Plan NameROISUM COMPANIES 401(K) PLAN Plan #001 Participants BOY/EOY10 / 11 Assets BOY/EOY$1,402,640 / $1,615,243	2021	ROISUM COMPANIES 401(K) PLAN - Plan #001	10 / 11	$1,402,640 / $1,615,243
2020	Plan NameROISUM COMPANIES 401(K) PLAN Plan #001 Participants BOY/EOY15 / 10 Assets BOY/EOY$1,240,876 / $1,402,640	2020	ROISUM COMPANIES 401(K) PLAN - Plan #001	15 / 10	$1,240,876 / $1,402,640
2019	Plan NameROISUM COMPANIES 401(K) PLAN Plan #001 Participants BOY/EOY15 / 15 Assets BOY/EOY$975,781 / $1,240,876	2019	ROISUM COMPANIES 401(K) PLAN - Plan #001	15 / 15	$975,781 / $1,240,876