BELL & HUDSON INSURANCE AGENCY, INC. EMPLOYEES' 401(K) RETIREMENT PLAN

[ EIN: 04-1076905 | Plan No. 001 ]

The BELL & HUDSON INSURANCE AGENCY, INC. EMPLOYEES' 401(K) RETIREMENT PLAN plan, sponsored by BELL & HUDSON INSURANCE AGENCY, INC., is listed in Form 5500 data as a 401(k) plan. The filing reports 20 participants and total assets of $2,876,561 for plan year 2023.

401(k) plans are subject to ERISA disclosure requirements and annual reporting obligations.

---

Plan Sponsor: BELL & HUDSON INSURANCE AGENCY, INC.

Location: 19 NORTH MAIN STREET, BELCHERTOWN, MA 01007

EIN: 041076905

Plan Number: 001

Plan Year: 2023

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 20

Total Assets: $2,876,561

---