Hoffman Insurance Services, Inc.

Form 5500

HOFFMAN INSURANCE SERVICES, INC.

16 Laurel Ave Suite 220, Wellesley, Ma 02481 (781) 235-0087 EIN:04-2241932 Plan Admin:Gregory Hoffman

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameHOFFMAN INSURANCE CO 401(K) P/S PLAN & TRUST Plan #001 Participants BOY/EOY12 / 11 Assets BOY/EOY$1,990,722 / $2,299,191	2023	HOFFMAN INSURANCE CO 401(K) P/S PLAN & TRUST - Plan #001	12 / 11	$1,990,722 / $2,299,191
2022	Plan NameHOFFMAN INSURANCE CO 401(K) P/S PLAN & TRUST Plan #001 Participants BOY/EOY12 / 12 Assets BOY/EOY$2,236,201 / $1,990,722	2022	HOFFMAN INSURANCE CO 401(K) P/S PLAN & TRUST - Plan #001	12 / 12	$2,236,201 / $1,990,722
2021	Plan NameHOFFMAN INSURANCE CO 401(K) P/S PLAN & TRUST Plan #001 Participants BOY/EOY11 / 12 Assets BOY/EOY$1,997,137 / $2,236,201	2021	HOFFMAN INSURANCE CO 401(K) P/S PLAN & TRUST - Plan #001	11 / 12	$1,997,137 / $2,236,201
2020	Plan NameHOFFMAN INSURANCE CO 401(K) P/S PLAN & TRUST Plan #001 Participants BOY/EOY11 / 11 Assets BOY/EOY$1,728,199 / $1,997,137	2020	HOFFMAN INSURANCE CO 401(K) P/S PLAN & TRUST - Plan #001	11 / 11	$1,728,199 / $1,997,137
2019	Plan NameHOFFMAN INSURANCE CO 401(K) P/S PLAN & TRUST Plan #001 Participants BOY/EOY12 / 11 Assets BOY/EOY$1,559,542 / $1,728,199	2019	HOFFMAN INSURANCE CO 401(K) P/S PLAN & TRUST - Plan #001	12 / 11	$1,559,542 / $1,728,199