Boater's Insurance Agency, Inc.

Form 5500

BOATER'S INSURANCE AGENCY, INC.

1220 Concord Ave - Suite 350,, Concord, Ca 94520 (800) 344-7488 EIN:68-0181921 Plan Admin:Hillary Swiggett

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameBOATER'S INSURANCE AGENCY, INC. 401(K) PLAN Plan #001 Participants BOY/EOY13 / 12 Assets BOY/EOY$1,585,432 / $2,026,844	2023	BOATER'S INSURANCE AGENCY, INC. 401(K) PLAN - Plan #001	13 / 12	$1,585,432 / $2,026,844
2022	Plan NameBOATER'S INSURANCE AGENCY, INC. 401(K) PLAN Plan #001 Participants BOY/EOY13 / 13 Assets BOY/EOY$1,933,100 / $1,585,432	2022	BOATER'S INSURANCE AGENCY, INC. 401(K) PLAN - Plan #001	13 / 13	$1,933,100 / $1,585,432
2021	Plan NameBOATER'S INSURANCE AGENCY, INC. 401(K) PLAN Plan #001 Participants BOY/EOY14 / 13 Assets BOY/EOY$1,752,636 / $1,933,100	2021	BOATER'S INSURANCE AGENCY, INC. 401(K) PLAN - Plan #001	14 / 13	$1,752,636 / $1,933,100
2020	Plan NameBOATER'S INSURANCE AGENCY, INC. 401(K) PLAN Plan #001 Participants BOY/EOY14 / 14 Assets BOY/EOY$1,423,341 / $1,752,636	2020	BOATER'S INSURANCE AGENCY, INC. 401(K) PLAN - Plan #001	14 / 14	$1,423,341 / $1,752,636
2019	Plan NameBOATER'S INSURANCE AGENCY, INC. 401(K) PLAN Plan #001 Participants BOY/EOY14 / 14 Assets BOY/EOY$1,278,526 / $1,423,341	2019	BOATER'S INSURANCE AGENCY, INC. 401(K) PLAN - Plan #001	14 / 14	$1,278,526 / $1,423,341