Allgeier, Martin and Associates, Inc.

Form 5500

ALLGEIER, MARTIN, AND ASSOCIATES, INC.

7231 East 24th Street, Joplin, Mo 64804 (417) 680-7200 EIN:43-1146318 Plan Admin:Jobeth Shumaker

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameALLGEIER, MARTIN, AND ASSOCIATES, INC. EMPLOYEE BENEFITS PLAN Plan #505 Participants BOY/EOY125 / 0 Assets BOY/EOY$0 / $0	2023	ALLGEIER, MARTIN, AND ASSOCIATES, INC. EMPLOYEE BENEFITS PLAN - Plan #505	125 / 0	$0 / $0
2022	Plan NameALLGEIER, MARTIN & ASSOCIATES, INC. EMPLOYEES 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY137 / 151 Assets BOY/EOY$54,231,970 / $45,889,674	2022	ALLGEIER, MARTIN & ASSOCIATES, INC. EMPLOYEES 401K PROFIT SHARING PLAN - Plan #001	137 / 151	$54,231,970 / $45,889,674
2022	Plan NameALLGEIER, MARTIN & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN Plan #002 Participants BOY/EOY113 / 121 Assets BOY/EOY$2,664,783 / $2,618,351	2022	ALLGEIER, MARTIN & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN - Plan #002	113 / 121	$2,664,783 / $2,618,351
2022	Plan NameALLGEIER, MARTIN, AND ASSOCIATES, INC. EMPLOYEE BENEFITS PLAN Plan #505 Participants BOY/EOY118 / 0 Assets BOY/EOY$0 / $0	2022	ALLGEIER, MARTIN, AND ASSOCIATES, INC. EMPLOYEE BENEFITS PLAN - Plan #505	118 / 0	$0 / $0
2021	Plan NameALLGEIER, MARTIN & ASSOCIATES, INC. EMPLOYEES 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY125 / 137 Assets BOY/EOY$46,515,438 / $54,231,970	2021	ALLGEIER, MARTIN & ASSOCIATES, INC. EMPLOYEES 401K PROFIT SHARING PLAN - Plan #001	125 / 137	$46,515,438 / $54,231,970
2021	Plan NameALLGEIER, MARTIN & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN Plan #002 Participants BOY/EOY112 / 113 Assets BOY/EOY$2,067,322 / $2,664,783	2021	ALLGEIER, MARTIN & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN - Plan #002	112 / 113	$2,067,322 / $2,664,783
2021	Plan NameALLGEIER, MARTIN, AND ASSOCIATES, INC. EMPLOYEE BENEFITS PLAN Plan #505 Participants BOY/EOY112 / 0 Assets BOY/EOY$0 / $0	2021	ALLGEIER, MARTIN, AND ASSOCIATES, INC. EMPLOYEE BENEFITS PLAN - Plan #505	112 / 0	$0 / $0
2020	Plan NameALLGEIER, MARTIN & ASSOCIATES, INC. EMPLOYEES 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY131 / 125 Assets BOY/EOY$39,889,716 / $46,515,438	2020	ALLGEIER, MARTIN & ASSOCIATES, INC. EMPLOYEES 401K PROFIT SHARING PLAN - Plan #001	131 / 125	$39,889,716 / $46,515,438
2020	Plan NameALLGEIER, MARTIN & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN Plan #002 Participants BOY/EOY115 / 112 Assets BOY/EOY$2,206,079 / $2,067,322	2020	ALLGEIER, MARTIN & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN - Plan #002	115 / 112	$2,206,079 / $2,067,322
2020	Plan NameALLGEIER, MARTIN, AND ASSOCIATES, INC. EMPLOYEE BENEFITS PLAN Plan #505 Participants BOY/EOY109 / 0 Assets BOY/EOY$0 / $0	2020	ALLGEIER, MARTIN, AND ASSOCIATES, INC. EMPLOYEE BENEFITS PLAN - Plan #505	109 / 0	$0 / $0
2019	Plan NameALLGEIER, MARTIN & ASSOCIATES, INC. EMPLOYEES 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY134 / 131 Assets BOY/EOY$35,968,147 / $39,889,716	2019	ALLGEIER, MARTIN & ASSOCIATES, INC. EMPLOYEES 401K PROFIT SHARING PLAN - Plan #001	134 / 131	$35,968,147 / $39,889,716
2019	Plan NameALLGEIER, MARTIN & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN Plan #002 Participants BOY/EOY114 / 115 Assets BOY/EOY$2,099,465 / $2,206,079	2019	ALLGEIER, MARTIN & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN - Plan #002	114 / 115	$2,099,465 / $2,206,079
2019	Plan NameALLGEIER, MARTIN, AND ASSOCIATES, INC. EMPLOYEE BENEFITS PLAN Plan #505 Participants BOY/EOY111 / 0 Assets BOY/EOY$0 / $0	2019	ALLGEIER, MARTIN, AND ASSOCIATES, INC. EMPLOYEE BENEFITS PLAN - Plan #505	111 / 0	$0 / $0