Distefano Insurance Services, Inc.

Form 5500

DISTEFANO INSURANCE SERVICES, INC.

2036 Locust Street, Canal Fulton, Oh 44614 (888) 783-3773 EIN:34-1743516 Plan Admin:Susan Hopkins

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameDISTEFANO INSURANCE SERVICES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY50 / 54 Assets BOY/EOY$1,855,423 / $1,951,827	2023	DISTEFANO INSURANCE SERVICES, INC. 401(K) PLAN - Plan #001	50 / 54	$1,855,423 / $1,951,827
2022	Plan NameDISTEFANO INSURANCE SERVICES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY46 / 53 Assets BOY/EOY$2,344,724 / $1,855,423	2022	DISTEFANO INSURANCE SERVICES, INC. 401(K) PLAN - Plan #001	46 / 53	$2,344,724 / $1,855,423
2021	Plan NameDISTEFANO INSURANCE SERVICES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY41 / 41 Assets BOY/EOY$2,220,776 / $2,344,724	2021	DISTEFANO INSURANCE SERVICES, INC. 401(K) PLAN - Plan #001	41 / 41	$2,220,776 / $2,344,724
2020	Plan NameDISTEFANO INSURANCE SERVICES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY44 / 41 Assets BOY/EOY$1,861,601 / $2,220,775	2020	DISTEFANO INSURANCE SERVICES, INC. 401(K) PLAN - Plan #001	44 / 41	$1,861,601 / $2,220,775
2020	Plan NameDISTEFANO INSURANCE SERVICES, INC. CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY44 / 0 Assets BOY/EOY$1,250,809 / $0	2020	DISTEFANO INSURANCE SERVICES, INC. CASH BALANCE PENSION PLAN - Plan #002	44 / 0	$1,250,809 / $0
2019	Plan NameDISTEFANO INSURANCE SERVICES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY41 / 43 Assets BOY/EOY$1,344,701 / $1,861,601	2019	DISTEFANO INSURANCE SERVICES, INC. 401(K) PLAN - Plan #001	41 / 43	$1,344,701 / $1,861,601
2019	Plan NameDISTEFANO INSURANCE SERVICES, INC. CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY37 / 44 Assets BOY/EOY$872,121 / $1,250,809	2019	DISTEFANO INSURANCE SERVICES, INC. CASH BALANCE PENSION PLAN - Plan #002	37 / 44	$872,121 / $1,250,809