Potter Lawson, Inc.

Form 5500

POTTER LAWSON, INC.

749 University Row, Suite 300, Madison, Wi 53705 (608) 274-2741 EIN:39-1091893 Plan Admin:Beth Prochaska

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NamePOTTER LAWSON, INC. 401(K) SAVINGS PLAN Plan #001 Participants BOY/EOY42 / 49 Assets BOY/EOY$7,291,082 / $7,209,425	2023	POTTER LAWSON, INC. 401(K) SAVINGS PLAN - Plan #001	42 / 49	$7,291,082 / $7,209,425
2022	Plan NamePOTTER LAWSON, INC. SAVINGS PLAN AND TRUST Plan #001 Participants BOY/EOY43 / 42 Assets BOY/EOY$9,633,010 / $7,291,082	2022	POTTER LAWSON, INC. SAVINGS PLAN AND TRUST - Plan #001	43 / 42	$9,633,010 / $7,291,082
2021	Plan NamePOTTER LAWSON, INC. SAVINGS PLAN AND TRUST Plan #001 Participants BOY/EOY45 / 40 Assets BOY/EOY$9,185,000 / $9,633,010	2021	POTTER LAWSON, INC. SAVINGS PLAN AND TRUST - Plan #001	45 / 40	$9,185,000 / $9,633,010
2020	Plan NamePOTTER LAWSON, INC. SAVINGS PLAN AND TRUST Plan #001 Participants BOY/EOY46 / 45 Assets BOY/EOY$10,072,862 / $9,185,000	2020	POTTER LAWSON, INC. SAVINGS PLAN AND TRUST - Plan #001	46 / 45	$10,072,862 / $9,185,000
2019	Plan NamePOTTER LAWSON, INC. SAVINGS PLAN AND TRUST Plan #001 Participants BOY/EOY47 / 45 Assets BOY/EOY$7,914,003 / $10,072,862	2019	POTTER LAWSON, INC. SAVINGS PLAN AND TRUST - Plan #001	47 / 45	$7,914,003 / $10,072,862