Wine Valley Insurance Services, Inc.

Form 5500

WINE VALLEY INSURANCE SERVICES, INC.

2017 Redwood Road, Napa, Ca 94558 (707) 226-8604 EIN:01-0560478 Plan Admin:Brooke Roche

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameWINE VALLEY INSURANCE SERVICES, INC. 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$1,720,740 / $2,111,326	2023	WINE VALLEY INSURANCE SERVICES, INC. 401K PROFIT SHARING PLAN - Plan #001	8 / 8	$1,720,740 / $2,111,326
2022	Plan NameWINE VALLEY INSURANCE SERVICES, INC. 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY7 / 8 Assets BOY/EOY$1,995,736 / $1,720,740	2022	WINE VALLEY INSURANCE SERVICES, INC. 401K PROFIT SHARING PLAN - Plan #001	7 / 8	$1,995,736 / $1,720,740
2021	Plan NameWINE VALLEY INSURANCE SERVICES, INC. 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY8 / 7 Assets BOY/EOY$1,609,815 / $1,995,736	2021	WINE VALLEY INSURANCE SERVICES, INC. 401K PROFIT SHARING PLAN - Plan #001	8 / 7	$1,609,815 / $1,995,736
2020	Plan NameWINE VALLEY INSURANCE SERVICES, INC. 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$1,307,669 / $1,609,815	2020	WINE VALLEY INSURANCE SERVICES, INC. 401K PROFIT SHARING PLAN - Plan #001	6 / 6	$1,307,669 / $1,609,815
2019	Plan NameWINE VALLEY INSURANCE SERVICES, INC. 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$973,950 / $1,307,669	2019	WINE VALLEY INSURANCE SERVICES, INC. 401K PROFIT SHARING PLAN - Plan #001	5 / 5	$973,950 / $1,307,669