Schwart Financial Services, Inc.

Form 5500

SCHWART FINANCIAL SERVICES, INC.

6540 SW 10th Avenue, Topeka, Ks 66615 (785) 273-2685 EIN:48-1019661 Plan Admin:Donald G. Schwart

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameSCHWART FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 0 Assets BOY/EOY$524,017 / $0	2023	SCHWART FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN - Plan #001	4 / 0	$524,017 / $0
2023	Plan NameSCHWART FINANCIAL SERVICES, INC. DEFINED BENEFIT PLAN Plan #002 Participants BOY/EOY3 / 0 Assets BOY/EOY$746,139 / $0	2023	SCHWART FINANCIAL SERVICES, INC. DEFINED BENEFIT PLAN - Plan #002	3 / 0	$746,139 / $0
2022	Plan NameSCHWART FINANCIAL SERVICES, INC. DEFINED BENEFIT PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$937,121 / $746,139	2022	SCHWART FINANCIAL SERVICES, INC. DEFINED BENEFIT PLAN - Plan #002	3 / 3	$937,121 / $746,139
2022	Plan NameSCHWART FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$549,612 / $524,017	2022	SCHWART FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN - Plan #001	4 / 4	$549,612 / $524,017
2021	Plan NameSCHWART FINANCIAL SERVICES, INC. DEFINED BENEFIT PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$874,488 / $937,121	2021	SCHWART FINANCIAL SERVICES, INC. DEFINED BENEFIT PLAN - Plan #002	3 / 3	$874,488 / $937,121
2021	Plan NameSCHWART FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$455,580 / $549,612	2021	SCHWART FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN - Plan #001	4 / 4	$455,580 / $549,612
2020	Plan NameSCHWART FINANCIAL SERVICES, INC. DEFINED BENEFIT PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$760,292 / $874,488	2020	SCHWART FINANCIAL SERVICES, INC. DEFINED BENEFIT PLAN - Plan #002	3 / 3	$760,292 / $874,488
2020	Plan NameSCHWART FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$365,499 / $455,580	2020	SCHWART FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN - Plan #001	4 / 4	$365,499 / $455,580
2019	Plan NameSCHWART FINANCIAL SERVICES, INC. DEFINED BENEFIT PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$607,224 / $760,292	2019	SCHWART FINANCIAL SERVICES, INC. DEFINED BENEFIT PLAN - Plan #002	3 / 3	$607,224 / $760,292
2019	Plan NameSCHWART FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$362,297 / $365,499	2019	SCHWART FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN - Plan #001	4 / 4	$362,297 / $365,499