Historic Square Agency

Form 5500

HISTORIC SQUARE AGENCY, LLC

3731 W 26th St, Erie, Pa 16506 (814) 835-3743 EIN:25-1537613 Plan Admin:Ted Grassi

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameHISTORIC SQUARE AGENCY, LLC 401(K) PLAN Plan #001 Participants BOY/EOY20 / 21 Assets BOY/EOY$1,667,958 / $1,360,966	2023	HISTORIC SQUARE AGENCY, LLC 401(K) PLAN - Plan #001	20 / 21	$1,667,958 / $1,360,966
2022	Plan NameHISTORIC SQUARE AGENCY, LLC 401(K) PLAN Plan #001 Participants BOY/EOY22 / 21 Assets BOY/EOY$2,003,194 / $1,667,958	2022	HISTORIC SQUARE AGENCY, LLC 401(K) PLAN - Plan #001	22 / 21	$2,003,194 / $1,667,958
2021	Plan NameHISTORIC SQUARE AGENCY, LLC 401(K) PLAN Plan #001 Participants BOY/EOY21 / 22 Assets BOY/EOY$1,675,189 / $2,003,194	2021	HISTORIC SQUARE AGENCY, LLC 401(K) PLAN - Plan #001	21 / 22	$1,675,189 / $2,003,194
2020	Plan NameHISTORIC SQUARE AGENCY, LLC 401(K) Plan #001 Participants BOY/EOY23 / 21 Assets BOY/EOY$1,581,901 / $1,675,189	2020	HISTORIC SQUARE AGENCY, LLC 401(K) - Plan #001	23 / 21	$1,581,901 / $1,675,189
2019	Plan NameHISTORIC SQUARE AGENCY, LLC 401(K) PLAN Plan #001 Participants BOY/EOY22 / 23 Assets BOY/EOY$1,312,412 / $1,581,901	2019	HISTORIC SQUARE AGENCY, LLC 401(K) PLAN - Plan #001	22 / 23	$1,312,412 / $1,581,901