R.W. Babcock Insurance Brokerage, Inc.

Form 5500

R.W. BABCOCK INSURANCE BROKERAGE, INC.

494 Pioneer Trails Place, Pleasanton, Ca 94566 (925) 401-3444 EIN:77-0153818 Plan Admin:Cetera Retirement Plan Specialists

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameBABCOCK INSURANCE 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$407,214 / $493,636	2023	BABCOCK INSURANCE 401(K) PLAN - Plan #001	5 / 5	$407,214 / $493,636
2022	Plan NameBABCOCK INSURANCE 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$469,785 / $407,214	2022	BABCOCK INSURANCE 401(K) PLAN - Plan #001	5 / 5	$469,785 / $407,214
2021	Plan NameBABCOCK INSURANCE 401(K) PLAN Plan #001 Participants BOY/EOY6 / 5 Assets BOY/EOY$372,909 / $469,785	2021	BABCOCK INSURANCE 401(K) PLAN - Plan #001	6 / 5	$372,909 / $469,785
2020	Plan NameBABCOCK INSURANCE 401(K) PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$310,942 / $372,909	2020	BABCOCK INSURANCE 401(K) PLAN - Plan #001	6 / 6	$310,942 / $372,909
2019	Plan NameBABCOCK INSURANCE 401(K) PLAN Plan #001 Participants BOY/EOY8 / 6 Assets BOY/EOY$242,650 / $310,942	2019	BABCOCK INSURANCE 401(K) PLAN - Plan #001	8 / 6	$242,650 / $310,942