Upshaw Insurance Agency, Inc.

Form 5500

UPSHAW INSURANCE AGENCY, INC.

PO Box 1299, Amarillo, Tx 79105 (806) 468-0400 EIN:75-2352190 Plan Admin:A'ndrea Wright

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameUPSHAW INSURANCE AGENCY INC 401(K) PLAN Plan #002 Participants BOY/EOY62 / 57 Assets BOY/EOY$5,790,593 / $6,345,354	2023	UPSHAW INSURANCE AGENCY INC 401(K) PLAN - Plan #002	62 / 57	$5,790,593 / $6,345,354
2022	Plan NameUPSHAW INSURANCE AGENCY INC 401(K) PLAN Plan #002 Participants BOY/EOY60 / 62 Assets BOY/EOY$6,511,361 / $5,790,593	2022	UPSHAW INSURANCE AGENCY INC 401(K) PLAN - Plan #002	60 / 62	$6,511,361 / $5,790,593
2021	Plan NameUPSHAW INSURANCE AGENCY, INC. 401(K) PLAN Plan #002 Participants BOY/EOY80 / 60 Assets BOY/EOY$6,041,498 / $6,511,361	2021	UPSHAW INSURANCE AGENCY, INC. 401(K) PLAN - Plan #002	80 / 60	$6,041,498 / $6,511,361
2020	Plan NameUPSHAW INSURANCE AGENCY, INC. 401(K) PLAN Plan #002 Participants BOY/EOY97 / 95 Assets BOY/EOY$5,364,652 / $6,041,498	2020	UPSHAW INSURANCE AGENCY, INC. 401(K) PLAN - Plan #002	97 / 95	$5,364,652 / $6,041,498
2019	Plan NameUPSHAW INSURANCE AGENCY, INC. 401(K) PLAN Plan #002 Participants BOY/EOY89 / 97 Assets BOY/EOY$4,412,574 / $5,364,652	2019	UPSHAW INSURANCE AGENCY, INC. 401(K) PLAN - Plan #002	89 / 97	$4,412,574 / $5,364,652
2018	Plan NameUPSHAW INSURANCE AGENCY, INC. 401(K) PLAN Plan #002 Participants BOY/EOY64 / 68 Assets BOY/EOY$5,618,708 / $4,412,574	2018	UPSHAW INSURANCE AGENCY, INC. 401(K) PLAN - Plan #002	64 / 68	$5,618,708 / $4,412,574
2017	Plan NameUPSHAW INSURANCE AGENCY, INC. 401(K) PLAN Plan #002 Participants BOY/EOY64 / 64 Assets BOY/EOY$4,479,324 / $5,618,708	2017	UPSHAW INSURANCE AGENCY, INC. 401(K) PLAN - Plan #002	64 / 64	$4,479,324 / $5,618,708
2015	Plan NameUPSHAW INSURANCE AGENCY, INC. 401(K) PLAN Plan #002 Participants BOY/EOY52 / 54 Assets BOY/EOY$3,865,704 / $4,090,026	2015	UPSHAW INSURANCE AGENCY, INC. 401(K) PLAN - Plan #002	52 / 54	$3,865,704 / $4,090,026
2014	Plan NameUPSHAW INSURANCE AGENCY, INC, 401(K) PLAN Plan #002 Participants BOY/EOY43 / 39 Assets BOY/EOY$3,868,274 / $3,865,704	2014	UPSHAW INSURANCE AGENCY, INC, 401(K) PLAN - Plan #002	43 / 39	$3,868,274 / $3,865,704
2013	Plan NameUPSHAW INSURANCE AGENCY, INC. 401(K) PLAN Plan #002 Participants BOY/EOY41 / 39 Assets BOY/EOY$3,146,334 / $3,868,274	2013	UPSHAW INSURANCE AGENCY, INC. 401(K) PLAN - Plan #002	41 / 39	$3,146,334 / $3,868,274
2012	Plan NameUPSHAW INSURANCE AGENCY, INC. 401(K) PLAN Plan #002 Participants BOY/EOY44 / 39 Assets BOY/EOY$2,774,205 / $3,146,334	2012	UPSHAW INSURANCE AGENCY, INC. 401(K) PLAN - Plan #002	44 / 39	$2,774,205 / $3,146,334
2011	Plan NameUPSHAW INSURANCE AGENCY, INC. 401(K) PLAN Plan #002 Participants BOY/EOY44 / 43 Assets BOY/EOY$2,714,439 / $2,774,205	2011	UPSHAW INSURANCE AGENCY, INC. 401(K) PLAN - Plan #002	44 / 43	$2,714,439 / $2,774,205