Pruitt Keener Insurance Services, Inc.

Form 5500

PRUITT KEENER INSURANCE SERVICES, INC.

8832 Blakeney Professional Drive Suite 203, Charlotte, Nc 28277 (704) 759-1300 EIN:51-0452549 Plan Admin:Agnes Campbell

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NamePRUITT KEENER INSURANCE SERVICES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$1,077,992 / $1,054,977	2022	PRUITT KEENER INSURANCE SERVICES, INC. 401(K) PLAN - Plan #001	7 / 7	$1,077,992 / $1,054,977
2022	Plan NamePRUITT KEENER INSURANCE SERVICES, INC CASH BALANCE PLAN Plan #002 Participants BOY/EOY5 / 4 Assets BOY/EOY$137,602 / $187,073	2022	PRUITT KEENER INSURANCE SERVICES, INC CASH BALANCE PLAN - Plan #002	5 / 4	$137,602 / $187,073
2021	Plan NamePRUITT KEENER INSURANCE SERVICES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$901,469 / $1,077,992	2021	PRUITT KEENER INSURANCE SERVICES, INC. 401(K) PLAN - Plan #001	7 / 7	$901,469 / $1,077,992
2021	Plan NamePRUITT KEENER INSURANCE SERVICES, INC CASH BALANCE PLAN Plan #002 Participants BOY/EOY4 / 5 Assets BOY/EOY$67,525 / $137,602	2021	PRUITT KEENER INSURANCE SERVICES, INC CASH BALANCE PLAN - Plan #002	4 / 5	$67,525 / $137,602
2020	Plan NamePRUITT KEENER INSURANCE SERVICES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$849,509 / $901,469	2020	PRUITT KEENER INSURANCE SERVICES, INC. 401(K) PLAN - Plan #001	6 / 6	$849,509 / $901,469
2020	Plan NamePRUITT KEENER INSURANCE SERVICES, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY0 / 4 Assets BOY/EOY$0 / $67,525	2020	PRUITT KEENER INSURANCE SERVICES, INC. CASH BALANCE PLAN - Plan #002	0 / 4	$0 / $67,525
2019	Plan NamePRUITT KEENER INSURANCE SERVICES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$639,675 / $849,509	2019	PRUITT KEENER INSURANCE SERVICES, INC. 401(K) PLAN - Plan #001	4 / 5	$639,675 / $849,509