Essex Financial Services, Inc.

Form 5500

ESSEX FINANCIAL SERVICES, INC.

PO Box 999, Essex, Ct 06426 (860) 767-4300 EIN:36-4529342 Plan Admin:Ron Nelson

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameESSEX FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY54 / 50 Assets BOY/EOY$9,970,055 / $12,886,282	2023	ESSEX FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001	54 / 50	$9,970,055 / $12,886,282
2022	Plan NameESSEX FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY54 / 54 Assets BOY/EOY$13,559,828 / $9,970,055	2022	ESSEX FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001	54 / 54	$13,559,828 / $9,970,055
2021	Plan NameESSEX FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY50 / 55 Assets BOY/EOY$12,422,547 / $13,559,828	2021	ESSEX FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001	50 / 55	$12,422,547 / $13,559,828
2020	Plan NameESSEX FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY51 / 52 Assets BOY/EOY$10,289,978 / $12,422,547	2020	ESSEX FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001	51 / 52	$10,289,978 / $12,422,547
2019	Plan NameESSEX FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY56 / 51 Assets BOY/EOY$7,263,376 / $10,289,978	2019	ESSEX FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001	56 / 51	$7,263,376 / $10,289,978