Conquest Insurance Agency, Inc.

Form 5500

CONQUEST INSURANCE AGENCY, INC.

P.O. Box 69, Blackfoot, Id 83221 (208) 785-0760 EIN:82-0379659 Plan Admin:James C. Percy, Jr.

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameCONQUEST INSURANCE AGENCY, INC. CASH BALANCE PLAN Plan #003 Participants BOY/EOY6 / 8 Assets BOY/EOY$2,548,430 / $4,379,762	2023	CONQUEST INSURANCE AGENCY, INC. CASH BALANCE PLAN - Plan #003	6 / 8	$2,548,430 / $4,379,762
2022	Plan NameCONQUEST INSURANCE AGENCY, INC. PROFIT SHARING PLAN Plan #001 Participants BOY/EOY19 / 24 Assets BOY/EOY$5,908,086 / $5,248,609	2022	CONQUEST INSURANCE AGENCY, INC. PROFIT SHARING PLAN - Plan #001	19 / 24	$5,908,086 / $5,248,609
2022	Plan NameCONQUEST INSURANCE AGENCY, INC. CASH BALANCE PLAN Plan #003 Participants BOY/EOY6 / 6 Assets BOY/EOY$1,955,905 / $2,548,430	2022	CONQUEST INSURANCE AGENCY, INC. CASH BALANCE PLAN - Plan #003	6 / 6	$1,955,905 / $2,548,430
2021	Plan NameCONQUEST INSURANCE AGENCY, INC. PROFIT SHARING PLAN Plan #001 Participants BOY/EOY18 / 19 Assets BOY/EOY$4,619,978 / $5,908,086	2021	CONQUEST INSURANCE AGENCY, INC. PROFIT SHARING PLAN - Plan #001	18 / 19	$4,619,978 / $5,908,086
2021	Plan NameCONQUEST INSURANCE AGENCY, INC. CASH BALANCE PLAN Plan #003 Participants BOY/EOY6 / 6 Assets BOY/EOY$1,615,767 / $1,955,905	2021	CONQUEST INSURANCE AGENCY, INC. CASH BALANCE PLAN - Plan #003	6 / 6	$1,615,767 / $1,955,905
2020	Plan NameCONQUEST INSURANCE AGENCY, INC. PROFIT SHARING PLAN Plan #001 Participants BOY/EOY17 / 18 Assets BOY/EOY$3,673,751 / $4,619,978	2020	CONQUEST INSURANCE AGENCY, INC. PROFIT SHARING PLAN - Plan #001	17 / 18	$3,673,751 / $4,619,978
2020	Plan NameCONQUEST INSURANCE AGENCY, INC. CASH BALANCE PLAN Plan #003 Participants BOY/EOY4 / 6 Assets BOY/EOY$983,502 / $1,615,767	2020	CONQUEST INSURANCE AGENCY, INC. CASH BALANCE PLAN - Plan #003	4 / 6	$983,502 / $1,615,767
2019	Plan NameCONQUEST INSURANCE AGENCY, INC. PROFIT SHARING PLAN Plan #001 Participants BOY/EOY15 / 16 Assets BOY/EOY$2,704,095 / $3,673,751	2019	CONQUEST INSURANCE AGENCY, INC. PROFIT SHARING PLAN - Plan #001	15 / 16	$2,704,095 / $3,673,751
2019	Plan NameCONQUEST INSURANCE AGENCY, INC. CASH BALANCE PLAN Plan #003 Participants BOY/EOY4 / 4 Assets BOY/EOY$596,235 / $983,502	2019	CONQUEST INSURANCE AGENCY, INC. CASH BALANCE PLAN - Plan #003	4 / 4	$596,235 / $983,502