Ron Rothert Insurance Inc.

Form 5500

RON ROTHERT INSURANCE, INC.

P.O. Box 13099, Portland, Or 97213 (503) 252-5454 EIN:93-0584661 Plan Admin:Shannon Ward

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameRON ROTHERT INSURANCE, INC. 401(K) PLAN Plan #002 Participants BOY/EOY37 / 36 Assets BOY/EOY$2,379,952 / $2,863,233	2023	RON ROTHERT INSURANCE, INC. 401(K) PLAN - Plan #002	37 / 36	$2,379,952 / $2,863,233
2022	Plan NameRON ROTHERT INSURANCE, INC. 401(K) PLAN Plan #002 Participants BOY/EOY35 / 37 Assets BOY/EOY$2,752,870 / $2,379,952	2022	RON ROTHERT INSURANCE, INC. 401(K) PLAN - Plan #002	35 / 37	$2,752,870 / $2,379,952
2021	Plan NameRON ROTHERT INSURANCE, INC. 401(K) PLAN Plan #002 Participants BOY/EOY35 / 35 Assets BOY/EOY$2,362,655 / $2,752,870	2021	RON ROTHERT INSURANCE, INC. 401(K) PLAN - Plan #002	35 / 35	$2,362,655 / $2,752,870
2020	Plan NameRON ROTHERT INSURANCE, INC. 401(K) PLAN Plan #002 Participants BOY/EOY33 / 35 Assets BOY/EOY$1,990,685 / $2,362,655	2020	RON ROTHERT INSURANCE, INC. 401(K) PLAN - Plan #002	33 / 35	$1,990,685 / $2,362,655
2019	Plan NameRON ROTHERT INSURANCE, INC. 401(K) PLAN Plan #002 Participants BOY/EOY33 / 33 Assets BOY/EOY$1,878,721 / $1,990,685	2019	RON ROTHERT INSURANCE, INC. 401(K) PLAN - Plan #002	33 / 33	$1,878,721 / $1,990,685