Cummings and Bricker, Inc.

Form 5500

CUMMINGS & BRICKER INC

100-120 Lehigh Avenue PO Box 928, Batavia, Ny 14021 (585) 343-5411 EIN:16-0869006 Plan Admin:Lynn Cummings

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameCUMMINGS & BRICKER, INC. 401(K) PLAN Plan #001 Participants BOY/EOY34 / 35 Assets BOY/EOY$14,897,579 / $17,368,897	2023	CUMMINGS & BRICKER, INC. 401(K) PLAN - Plan #001	34 / 35	$14,897,579 / $17,368,897
2023	Plan NameCUMMINGS & BRICKER INC CASH BALANCE PLAN Plan #003 Participants BOY/EOY35 / 0 Assets BOY/EOY$4,896,446 / $0	2023	CUMMINGS & BRICKER INC CASH BALANCE PLAN - Plan #003	35 / 0	$4,896,446 / $0
2022	Plan NameCUMMINGS & BRICKER, INC. 401(K) PLAN Plan #001 Participants BOY/EOY38 / 37 Assets BOY/EOY$17,057,779 / $14,897,579	2022	CUMMINGS & BRICKER, INC. 401(K) PLAN - Plan #001	38 / 37	$17,057,779 / $14,897,579
2022	Plan NameCUMMINGS & BRICKER, INC. CASH BALANCE PLAN Plan #003 Participants BOY/EOY34 / 35 Assets BOY/EOY$5,429,066 / $4,896,446	2022	CUMMINGS & BRICKER, INC. CASH BALANCE PLAN - Plan #003	34 / 35	$5,429,066 / $4,896,446
2021	Plan NameCUMMINGS & BRICKER, INC. 401(K) PLAN Plan #001 Participants BOY/EOY35 / 38 Assets BOY/EOY$13,591,510 / $17,057,779	2021	CUMMINGS & BRICKER, INC. 401(K) PLAN - Plan #001	35 / 38	$13,591,510 / $17,057,779
2021	Plan NameCUMMINGS & BRICKER, INC. CASH BALANCE PLAN Plan #003 Participants BOY/EOY34 / 34 Assets BOY/EOY$4,695,183 / $5,429,066	2021	CUMMINGS & BRICKER, INC. CASH BALANCE PLAN - Plan #003	34 / 34	$4,695,183 / $5,429,066
2020	Plan NameCUMMINGS & BRICKER, INC. 401(K) PLAN Plan #001 Participants BOY/EOY35 / 35 Assets BOY/EOY$11,246,541 / $13,591,510	2020	CUMMINGS & BRICKER, INC. 401(K) PLAN - Plan #001	35 / 35	$11,246,541 / $13,591,510
2020	Plan NameCUMMINGS & BRICKER, INC. CASH BALANCE PLAN Plan #003 Participants BOY/EOY30 / 28 Assets BOY/EOY$3,933,578 / $4,695,183	2020	CUMMINGS & BRICKER, INC. CASH BALANCE PLAN - Plan #003	30 / 28	$3,933,578 / $4,695,183
2019	Plan NameCUMMINGS & BRICKER, INC. 401(K) PLAN Plan #001 Participants BOY/EOY32 / 35 Assets BOY/EOY$8,638,630 / $11,246,541	2019	CUMMINGS & BRICKER, INC. 401(K) PLAN - Plan #001	32 / 35	$8,638,630 / $11,246,541
2019	Plan NameCUMMINGS & BRICKER, INC. CASH BALANCE PLAN Plan #003 Participants BOY/EOY28 / 30 Assets BOY/EOY$3,169,664 / $3,933,578	2019	CUMMINGS & BRICKER, INC. CASH BALANCE PLAN - Plan #003	28 / 30	$3,169,664 / $3,933,578