Fortner Insurance Agency, Inc.

Form 5500

FORTNER INSURANCE AGENCY, INC.

P O Box 39, Spruce Pine, Nc 28777 (828) 765-6121 EIN:56-0691724 Plan Admin:Bretney Webb

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameFORTNER INSURANCE AGENCY, INC. 401K RETIREMENT PLAN Plan #001 Participants BOY/EOY22 / 23 Assets BOY/EOY$1,025,373 / $1,024,267	2023	FORTNER INSURANCE AGENCY, INC. 401K RETIREMENT PLAN - Plan #001	22 / 23	$1,025,373 / $1,024,267
2022	Plan NameFORTNER INSURANCE AGENCY, INC. 401K RETIREMENT PLAN Plan #001 Participants BOY/EOY24 / 24 Assets BOY/EOY$2,406,835 / $1,025,373	2022	FORTNER INSURANCE AGENCY, INC. 401K RETIREMENT PLAN - Plan #001	24 / 24	$2,406,835 / $1,025,373
2021	Plan NameFORTNER INSURANCE AGENCY, INC. 401K RETIREMENT PLAN Plan #001 Participants BOY/EOY25 / 24 Assets BOY/EOY$2,353,375 / $2,406,835	2021	FORTNER INSURANCE AGENCY, INC. 401K RETIREMENT PLAN - Plan #001	25 / 24	$2,353,375 / $2,406,835
2020	Plan NameFORTNER INSURANCE AGENCY, INC. 401K RETIREMENT PLAN Plan #001 Participants BOY/EOY25 / 25 Assets BOY/EOY$2,317,625 / $2,353,375	2020	FORTNER INSURANCE AGENCY, INC. 401K RETIREMENT PLAN - Plan #001	25 / 25	$2,317,625 / $2,353,375
2019	Plan NameFORTNER INSURANCE AGENCY, INC. 401K RETIREMENT PLAN Plan #001 Participants BOY/EOY24 / 25 Assets BOY/EOY$1,959,667 / $2,317,625	2019	FORTNER INSURANCE AGENCY, INC. 401K RETIREMENT PLAN - Plan #001	24 / 25	$1,959,667 / $2,317,625