Whalen Insurance Agency, Inc.

Form 5500

WHALEN INSURANCE AGENCY, INC.

71 King Street, Northampton, Ma 01060 (413) 586-1000 EIN:04-2761601 Plan Admin:Peter Whalen

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameWHALEN INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN AND TRUST Plan #002 Participants BOY/EOY12 / 11 Assets BOY/EOY$1,106,481 / $1,190,019	2023	WHALEN INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN AND TRUST - Plan #002	12 / 11	$1,106,481 / $1,190,019
2022	Plan NameWHALEN INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN AND TRUST Plan #002 Participants BOY/EOY11 / 11 Assets BOY/EOY$1,082,104 / $1,106,481	2022	WHALEN INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN AND TRUST - Plan #002	11 / 11	$1,082,104 / $1,106,481
2021	Plan NameWHALEN INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN AND TRUST Plan #002 Participants BOY/EOY11 / 11 Assets BOY/EOY$1,184,799 / $1,082,104	2021	WHALEN INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN AND TRUST - Plan #002	11 / 11	$1,184,799 / $1,082,104
2020	Plan NameWHALEN INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN AND TRUST Plan #002 Participants BOY/EOY10 / 11 Assets BOY/EOY$1,065,458 / $1,184,799	2020	WHALEN INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN AND TRUST - Plan #002	10 / 11	$1,065,458 / $1,184,799
2019	Plan NameWHALEN INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN AND TRUST Plan #002 Participants BOY/EOY11 / 10 Assets BOY/EOY$1,065,723 / $1,065,458	2019	WHALEN INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN AND TRUST - Plan #002	11 / 10	$1,065,723 / $1,065,458