Schwaab, Inc.

Form 5500

SCHWAAB, INC.

12855 W. Lisbon Road STE 100, Brookfield, Wi 53005 (414) 443-5402 EIN:39-0602450 Plan Admin:Kellie Wussow

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameSCHWAAB, INC. 401(K) RETIREMENT PLAN Plan #002 Participants BOY/EOY163 / 156 Assets BOY/EOY$11,473,435 / $9,380,083	2022	SCHWAAB, INC. 401(K) RETIREMENT PLAN - Plan #002	163 / 156	$11,473,435 / $9,380,083
2022	Plan NameSCHWAAB, INC. HEALTH AND WELFARE BENEFITS PLAN Plan #504 Participants BOY/EOY127 / 0 Assets BOY/EOY$0 / $0	2022	SCHWAAB, INC. HEALTH AND WELFARE BENEFITS PLAN - Plan #504	127 / 0	$0 / $0
2021	Plan NameSCHWAAB, INC. 401(K) RETIREMENT PLAN Plan #002 Participants BOY/EOY151 / 150 Assets BOY/EOY$8,619,313 / $11,473,435	2021	SCHWAAB, INC. 401(K) RETIREMENT PLAN - Plan #002	151 / 150	$8,619,313 / $11,473,435
2021	Plan NameSCHWAAB, INC. 401(K) RETIREMENT PLAN FOR SALES EMPLOYEES Plan #003 Participants BOY/EOY17 / 0 Assets BOY/EOY$1,440,938 / $0	2021	SCHWAAB, INC. 401(K) RETIREMENT PLAN FOR SALES EMPLOYEES - Plan #003	17 / 0	$1,440,938 / $0
2021	Plan NameSCHWAAB, INC. HEALTH AND WELFARE BENEFITS PLAN Plan #504 Participants BOY/EOY121 / 0 Assets BOY/EOY$0 / $0	2021	SCHWAAB, INC. HEALTH AND WELFARE BENEFITS PLAN - Plan #504	121 / 0	$0 / $0
2020	Plan NameSCHWAAB, INC. 401(K) RETIREMENT PLAN FOR OFFICE AND SHOP EMPLOYEES Plan #002 Participants BOY/EOY159 / 132 Assets BOY/EOY$7,521,956 / $8,619,313	2020	SCHWAAB, INC. 401(K) RETIREMENT PLAN FOR OFFICE AND SHOP EMPLOYEES - Plan #002	159 / 132	$7,521,956 / $8,619,313
2020	Plan NameSCHWAAB, INC. 401(K) RETIREMENT PLAN FOR SALES EMPLOYEES Plan #003 Participants BOY/EOY28 / 17 Assets BOY/EOY$1,135,435 / $1,440,938	2020	SCHWAAB, INC. 401(K) RETIREMENT PLAN FOR SALES EMPLOYEES - Plan #003	28 / 17	$1,135,435 / $1,440,938
2020	Plan NameSCHWAAB, INC. HEALTH AND WELFARE BENEFITS PLAN Plan #504 Participants BOY/EOY137 / 0 Assets BOY/EOY$0 / $0	2020	SCHWAAB, INC. HEALTH AND WELFARE BENEFITS PLAN - Plan #504	137 / 0	$0 / $0
2019	Plan NameSCHWAAB, INC. 401(K) RETIREMENT PLAN FOR OFFICE AND SHOP EMPLOYEES Plan #002 Participants BOY/EOY144 / 134 Assets BOY/EOY$6,481,141 / $7,521,956	2019	SCHWAAB, INC. 401(K) RETIREMENT PLAN FOR OFFICE AND SHOP EMPLOYEES - Plan #002	144 / 134	$6,481,141 / $7,521,956
2019	Plan NameSCHWAAB, INC. 401(K) RETIREMENT PLAN FOR SALES EMPLOYEES Plan #003 Participants BOY/EOY30 / 26 Assets BOY/EOY$1,173,006 / $1,135,435	2019	SCHWAAB, INC. 401(K) RETIREMENT PLAN FOR SALES EMPLOYEES - Plan #003	30 / 26	$1,173,006 / $1,135,435
2019	Plan NameSCHWAAB, INC LTD, STD & LIFE & AD&D INSURANCE PLAN Plan #503 Participants BOY/EOY116 / 0 Assets BOY/EOY$0 / $0	2019	SCHWAAB, INC LTD, STD & LIFE & AD&D INSURANCE PLAN - Plan #503	116 / 0	$0 / $0