Schwarz Insurance Agency, Inc.

Form 5500

SCHWARZ INSURANCE AGENCY, INC.

1420 North Ridge Dr, Prairie Du Sac, Wi 53578 (608) 643-3385 EIN:39-1143322 Plan Admin:Kathryn Schwarz

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameSCHWARZ INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY53 / 53 Assets BOY/EOY$10,908,764 / $13,168,435	2023	SCHWARZ INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN - Plan #002	53 / 53	$10,908,764 / $13,168,435
2022	Plan NameSCHWARZ INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY53 / 52 Assets BOY/EOY$12,503,206 / $10,908,764	2022	SCHWARZ INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN - Plan #002	53 / 52	$12,503,206 / $10,908,764
2021	Plan NameSCHWARZ INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY55 / 57 Assets BOY/EOY$10,302,229 / $12,503,206	2021	SCHWARZ INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN - Plan #002	55 / 57	$10,302,229 / $12,503,206
2020	Plan NameSCHWARZ INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY52 / 56 Assets BOY/EOY$9,466,195 / $10,302,229	2020	SCHWARZ INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN - Plan #002	52 / 56	$9,466,195 / $10,302,229
2019	Plan NameSCHWARZ INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY57 / 53 Assets BOY/EOY$8,583,011 / $9,466,195	2019	SCHWARZ INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN - Plan #002	57 / 53	$8,583,011 / $9,466,195