Phillips Bros. Insurance Agency, Inc.

Form 5500

PHILLIPS BROS. INSURANCE AGENCY, INC.

609 W. Randolph ST STE 9, Chicago, Il 60661 (312) 346-3090 EIN:36-3238094 Plan Admin:Kevin E. Phillips, President

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NamePHILLIPS BROS. AGENCY PROFIT SHARING PLAN AND TRUST Plan #002 Participants BOY/EOY10 / 12 Assets BOY/EOY$2,436,303 / $2,253,396	2022	PHILLIPS BROS. AGENCY PROFIT SHARING PLAN AND TRUST - Plan #002	10 / 12	$2,436,303 / $2,253,396
2022	Plan NamePHILLIPS BROS. AGENCY CASH BALANCE PLAN AND TRUST Plan #003 Participants BOY/EOY9 / 9 Assets BOY/EOY$1,968,851 / $1,968,791	2022	PHILLIPS BROS. AGENCY CASH BALANCE PLAN AND TRUST - Plan #003	9 / 9	$1,968,851 / $1,968,791
2021	Plan NamePHILLIPS BROS. AGENCY PROFIT SHARING PLAN AND TRUST Plan #002 Participants BOY/EOY10 / 10 Assets BOY/EOY$2,034,827 / $2,436,303	2021	PHILLIPS BROS. AGENCY PROFIT SHARING PLAN AND TRUST - Plan #002	10 / 10	$2,034,827 / $2,436,303
2021	Plan NamePHILLIPS BROS. AGENCY CASH BALANCE PLAN AND TRUST Plan #003 Participants BOY/EOY9 / 9 Assets BOY/EOY$1,739,486 / $1,968,851	2021	PHILLIPS BROS. AGENCY CASH BALANCE PLAN AND TRUST - Plan #003	9 / 9	$1,739,486 / $1,968,851
2020	Plan NamePHILLIPS BROS. AGENCY PROFIT SHARING PLAN AND TRUST Plan #002 Participants BOY/EOY9 / 10 Assets BOY/EOY$1,724,487 / $2,034,827	2020	PHILLIPS BROS. AGENCY PROFIT SHARING PLAN AND TRUST - Plan #002	9 / 10	$1,724,487 / $2,034,827
2020	Plan NamePHILLIPS BROS. AGENCY CASH BALANCE PLAN AND TRUST Plan #003 Participants BOY/EOY7 / 8 Assets BOY/EOY$1,496,401 / $1,739,486	2020	PHILLIPS BROS. AGENCY CASH BALANCE PLAN AND TRUST - Plan #003	7 / 8	$1,496,401 / $1,739,486
2019	Plan NamePHILLIPS BROS. AGENCY PROFIT SHARING PLAN AND TRUST Plan #002 Participants BOY/EOY9 / 9 Assets BOY/EOY$1,493,910 / $1,724,487	2019	PHILLIPS BROS. AGENCY PROFIT SHARING PLAN AND TRUST - Plan #002	9 / 9	$1,493,910 / $1,724,487
2019	Plan NamePHILLIPS BROS. AGENCY CASH BALANCE PLAN AND TRUST Plan #003 Participants BOY/EOY7 / 7 Assets BOY/EOY$1,322,375 / $1,496,401	2019	PHILLIPS BROS. AGENCY CASH BALANCE PLAN AND TRUST - Plan #003	7 / 7	$1,322,375 / $1,496,401