Mary Siebert Insurance Agency, LLC

Form 5500

MARY SIEBERT INSURANCE AGENCY LLC

520 Gravois Rd, Fenton, Mo 63026 (636) 343-4000 EIN:46-3148266 Plan Admin:Joseph Clay

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameMARY SIEBERT INSURANCE AGENCY 401(K) PLAN Plan #002 Participants BOY/EOY6 / 6 Assets BOY/EOY$463,954 / $645,532	2023	MARY SIEBERT INSURANCE AGENCY 401(K) PLAN - Plan #002	6 / 6	$463,954 / $645,532
2022	Plan NameMARY SIEBERT INSURANCE AGENCY 401(K) PLAN Plan #002 Participants BOY/EOY6 / 6 Assets BOY/EOY$486,497 / $463,954	2022	MARY SIEBERT INSURANCE AGENCY 401(K) PLAN - Plan #002	6 / 6	$486,497 / $463,954
2021	Plan NameMARY SIEBERT INSURANCE AGENCY 401(K) PLAN Plan #002 Participants BOY/EOY6 / 6 Assets BOY/EOY$695,788 / $486,497	2021	MARY SIEBERT INSURANCE AGENCY 401(K) PLAN - Plan #002	6 / 6	$695,788 / $486,497
2020	Plan NameMARY SIEBERT INSURANCE AGENCY 401(K) PLAN Plan #002 Participants BOY/EOY7 / 6 Assets BOY/EOY$599,928 / $695,788	2020	MARY SIEBERT INSURANCE AGENCY 401(K) PLAN - Plan #002	7 / 6	$599,928 / $695,788
2020	Plan NameMARY SIEBERT INSURANCE AGENCY, LLC CASH BALANCE PENSION PLAN Plan #003 Participants BOY/EOY0 / 0 Assets BOY/EOY$13,452 / $0	2020	MARY SIEBERT INSURANCE AGENCY, LLC CASH BALANCE PENSION PLAN - Plan #003	0 / 0	$13,452 / $0
2019	Plan NameMARY SIEBERT INSURANCE AGENCY 401(K) PLAN Plan #002 Participants BOY/EOY8 / 7 Assets BOY/EOY$2,467,054 / $599,928	2019	MARY SIEBERT INSURANCE AGENCY 401(K) PLAN - Plan #002	8 / 7	$2,467,054 / $599,928
2019	Plan NameMARY SIEBERT INSURANCE AGENCY, LLC CASH BALANCE PENSION PLAN Plan #003 Participants BOY/EOY9 / 0 Assets BOY/EOY$946,507 / $13,452	2019	MARY SIEBERT INSURANCE AGENCY, LLC CASH BALANCE PENSION PLAN - Plan #003	9 / 0	$946,507 / $13,452