Wagner Insurance Agency, Inc.

Form 5500

WAGNER INSURANCE AGENCY, INC.

1050 S Main Street, Dayton, Oh 45409 (937) 223-2232 EIN:31-0725402 Plan Admin:Amy Moses

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameWAGNER INSURANCE AGENCY, INC 401K & PROFIT SHARING PLAN Plan #002 Participants BOY/EOY13 / 9 Assets BOY/EOY$1,033,018 / $1,208,155	2023	WAGNER INSURANCE AGENCY, INC 401K & PROFIT SHARING PLAN - Plan #002	13 / 9	$1,033,018 / $1,208,155
2022	Plan NameWAGNER INSURANCE AGENCY, INC 401K & PROFIT SHARING PLAN Plan #002 Participants BOY/EOY11 / 13 Assets BOY/EOY$1,201,159 / $1,033,018	2022	WAGNER INSURANCE AGENCY, INC 401K & PROFIT SHARING PLAN - Plan #002	11 / 13	$1,201,159 / $1,033,018
2021	Plan NameWAGNER INSURANCE AGENCY, INC 401K & PROFIT SHARING PLAN Plan #002 Participants BOY/EOY13 / 11 Assets BOY/EOY$1,004,265 / $1,201,159	2021	WAGNER INSURANCE AGENCY, INC 401K & PROFIT SHARING PLAN - Plan #002	13 / 11	$1,004,265 / $1,201,159
2020	Plan NameWAGNER INSURANCE AGENCY, INC 401K & PROFIT SHARING PLAN Plan #002 Participants BOY/EOY13 / 13 Assets BOY/EOY$835,999 / $1,004,265	2020	WAGNER INSURANCE AGENCY, INC 401K & PROFIT SHARING PLAN - Plan #002	13 / 13	$835,999 / $1,004,265
2019	Plan NameWAGNER INSURANCE AGENCY, INC 401K & PROFIT SHARING PLAN Plan #002 Participants BOY/EOY13 / 13 Assets BOY/EOY$628,676 / $835,999	2019	WAGNER INSURANCE AGENCY, INC 401K & PROFIT SHARING PLAN - Plan #002	13 / 13	$628,676 / $835,999