James A. Grundy Agency, Inc.

Form 5500

JAMES A. GRUNDY AGENCY, INC.

400 Horsham Rd., Horsham, Pa 19044 (215) 674-1856 EIN:23-2367205 Plan Admin:Heather Marr

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameJAMES A. GRUNDY AGENCY, INC. 401(K) PLAN Plan #002 Participants BOY/EOY78 / 85 Assets BOY/EOY$3,610,541 / $3,391,021	2022	JAMES A. GRUNDY AGENCY, INC. 401(K) PLAN - Plan #002	78 / 85	$3,610,541 / $3,391,021
2021	Plan NameJAMES A. GRUNDY AGENCY, INC. 401(K) PLAN Plan #002 Participants BOY/EOY78 / 78 Assets BOY/EOY$3,099,983 / $3,610,541	2021	JAMES A. GRUNDY AGENCY, INC. 401(K) PLAN - Plan #002	78 / 78	$3,099,983 / $3,610,541
2020	Plan NameJAMES A. GRUNDY AGENCY, INC. 401(K) PLAN Plan #002 Participants BOY/EOY83 / 78 Assets BOY/EOY$2,713,134 / $3,099,983	2020	JAMES A. GRUNDY AGENCY, INC. 401(K) PLAN - Plan #002	83 / 78	$2,713,134 / $3,099,983
2019	Plan NameJAMES A. GRUNDY AGENCY, INC. 401(K) PLAN Plan #002 Participants BOY/EOY83 / 83 Assets BOY/EOY$2,268,617 / $2,713,134	2019	JAMES A. GRUNDY AGENCY, INC. 401(K) PLAN - Plan #002	83 / 83	$2,268,617 / $2,713,134