Alpel Insurance Agency, Inc.

Form 5500

ALPEL INSURANCE AGENCY, INC.

33302 Valle Road, Suite 200, San Juan Capistrano, Ca 92675 (949) 348-2004 EIN:33-0243846 Plan Admin:Tony Alessandra

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameINSURANCE SOLUTIONS 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY17 / 16 Assets BOY/EOY$1,600,876 / $2,065,771	2023	INSURANCE SOLUTIONS 401(K) PROFIT SHARING PLAN - Plan #002	17 / 16	$1,600,876 / $2,065,771
2023	Plan NameINSURANCE SOLUTIONS PROFIT SHARING PLAN Plan #004 Participants BOY/EOY12 / 0 Assets BOY/EOY$358,034 / $0	2023	INSURANCE SOLUTIONS PROFIT SHARING PLAN - Plan #004	12 / 0	$358,034 / $0
2023	Plan NameINSURANCE SOLUTIONS CASH BALANCE PLAN Plan #003 Participants BOY/EOY12 / 0 Assets BOY/EOY$1,665,417 / $0	2023	INSURANCE SOLUTIONS CASH BALANCE PLAN - Plan #003	12 / 0	$1,665,417 / $0
2022	Plan NameINSURANCE SOLUTIONS CASH BALANCE PLAN Plan #003 Participants BOY/EOY12 / 12 Assets BOY/EOY$1,575,642 / $1,665,417	2022	INSURANCE SOLUTIONS CASH BALANCE PLAN - Plan #003	12 / 12	$1,575,642 / $1,665,417
2022	Plan NameINSURANCE SOLUTIONS 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY17 / 15 Assets BOY/EOY$1,821,369 / $1,600,876	2022	INSURANCE SOLUTIONS 401(K) PROFIT SHARING PLAN - Plan #002	17 / 15	$1,821,369 / $1,600,876
2022	Plan NameINSURANCE SOLUTIONS PROFIT SHARING PLAN Plan #004 Participants BOY/EOY12 / 13 Assets BOY/EOY$332,247 / $358,034	2022	INSURANCE SOLUTIONS PROFIT SHARING PLAN - Plan #004	12 / 13	$332,247 / $358,034
2021	Plan NameINSURANCE SOLUTIONS 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY18 / 16 Assets BOY/EOY$1,550,348 / $1,821,369	2021	INSURANCE SOLUTIONS 401(K) PROFIT SHARING PLAN - Plan #002	18 / 16	$1,550,348 / $1,821,369
2021	Plan NameINSURANCE SOLUTIONS CASH BALANCE PLAN Plan #003 Participants BOY/EOY13 / 13 Assets BOY/EOY$1,235,859 / $1,575,642	2021	INSURANCE SOLUTIONS CASH BALANCE PLAN - Plan #003	13 / 13	$1,235,859 / $1,575,642
2021	Plan NameINSURANCE SOLUTIONS PROFIT SHARING PLAN Plan #004 Participants BOY/EOY13 / 12 Assets BOY/EOY$235,247 / $332,247	2021	INSURANCE SOLUTIONS PROFIT SHARING PLAN - Plan #004	13 / 12	$235,247 / $332,247
2020	Plan NameINSURANCE SOLUTIONS 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY16 / 17 Assets BOY/EOY$1,181,491 / $1,550,348	2020	INSURANCE SOLUTIONS 401(K) PROFIT SHARING PLAN - Plan #002	16 / 17	$1,181,491 / $1,550,348
2020	Plan NameINSURANCE SOLUTIONS CASH BALANCE PLAN Plan #003 Participants BOY/EOY13 / 13 Assets BOY/EOY$827,790 / $1,235,859	2020	INSURANCE SOLUTIONS CASH BALANCE PLAN - Plan #003	13 / 13	$827,790 / $1,235,859
2020	Plan NameINSURANCE SOLUTIONS PROFIT SHARING PLAN Plan #004 Participants BOY/EOY13 / 13 Assets BOY/EOY$133,267 / $235,247	2020	INSURANCE SOLUTIONS PROFIT SHARING PLAN - Plan #004	13 / 13	$133,267 / $235,247
2019	Plan NameINSURANCE SOLUTIONS 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY19 / 16 Assets BOY/EOY$866,015 / $1,181,491	2019	INSURANCE SOLUTIONS 401(K) PROFIT SHARING PLAN - Plan #002	19 / 16	$866,015 / $1,181,491
2019	Plan NameINSURANCE SOLUTIONS CASH BALANCE PLAN Plan #003 Participants BOY/EOY13 / 13 Assets BOY/EOY$371,720 / $827,790	2019	INSURANCE SOLUTIONS CASH BALANCE PLAN - Plan #003	13 / 13	$371,720 / $827,790
2019	Plan NameINSURANCE SOLUTIONS PROFIT SHARING PLAN Plan #004 Participants BOY/EOY13 / 13 Assets BOY/EOY$115,609 / $133,267	2019	INSURANCE SOLUTIONS PROFIT SHARING PLAN - Plan #004	13 / 13	$115,609 / $133,267