R B Vahey Insurance, Inc.

Form 5500

R B VAHEY INSURANCE, INC.

333 E. Lancaster Avenue - UNIT B, Wynnewood, Pa 19096 (610) 896-7100 EIN:20-8931464 Plan Admin:Robert B. Vahey

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameR B VAHEY INSURANCE, INC. CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY13 / 13 Assets BOY/EOY$1,228,447 / $1,150,538	2022	R B VAHEY INSURANCE, INC. CASH BALANCE PENSION PLAN - Plan #002	13 / 13	$1,228,447 / $1,150,538
2022	Plan NameR B VAHEY INSURANCE, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY15 / 15 Assets BOY/EOY$1,673,148 / $1,053,035	2022	R B VAHEY INSURANCE, INC. 401(K) PROFIT SHARING PLAN - Plan #001	15 / 15	$1,673,148 / $1,053,035
2021	Plan NameR B VAHEY INSURANCE, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY17 / 15 Assets BOY/EOY$1,267,816 / $1,673,148	2021	R B VAHEY INSURANCE, INC. 401(K) PROFIT SHARING PLAN - Plan #001	17 / 15	$1,267,816 / $1,673,148
2021	Plan NameR B VAHEY INSURANCE, INC. CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY14 / 13 Assets BOY/EOY$1,018,942 / $1,228,447	2021	R B VAHEY INSURANCE, INC. CASH BALANCE PENSION PLAN - Plan #002	14 / 13	$1,018,942 / $1,228,447
2020	Plan NameR B VAHEY INSURANCE, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY19 / 17 Assets BOY/EOY$1,185,006 / $1,267,816	2020	R B VAHEY INSURANCE, INC. 401(K) PROFIT SHARING PLAN - Plan #001	19 / 17	$1,185,006 / $1,267,816
2020	Plan NameR B VAHEY INSURANCE, INC. CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY14 / 14 Assets BOY/EOY$800,832 / $1,018,942	2020	R B VAHEY INSURANCE, INC. CASH BALANCE PENSION PLAN - Plan #002	14 / 14	$800,832 / $1,018,942
2019	Plan NameR B VAHEY INSURANCE, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY19 / 18 Assets BOY/EOY$912,566 / $1,185,006	2019	R B VAHEY INSURANCE, INC. 401(K) PROFIT SHARING PLAN - Plan #001	19 / 18	$912,566 / $1,185,006
2019	Plan NameR B VAHEY INSURANCE, INC. CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY12 / 13 Assets BOY/EOY$591,020 / $800,832	2019	R B VAHEY INSURANCE, INC. CASH BALANCE PENSION PLAN - Plan #002	12 / 13	$591,020 / $800,832