Forward Management, Inc.

Form 5500

FORWARD MANAGEMENT, INC.

826 North Star Drive, Madison, Wi 53718 (608) 255-3553 EIN:39-1620297 Plan Admin:Dan Schmidt

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameFORWARD MANAGEMENT, INC. 401(K) PLAN Plan #001 Participants BOY/EOY83 / 71 Assets BOY/EOY$6,959,521 / $8,324,691	2023	FORWARD MANAGEMENT, INC. 401(K) PLAN - Plan #001	83 / 71	$6,959,521 / $8,324,691
2022	Plan NameFORWARD MANAGEMENT, INC. 401(K) PLAN Plan #001 Participants BOY/EOY96 / 83 Assets BOY/EOY$8,487,918 / $6,959,521	2022	FORWARD MANAGEMENT, INC. 401(K) PLAN - Plan #001	96 / 83	$8,487,918 / $6,959,521
2021	Plan NameFORWARD MANAGEMENT, INC. 401(K) PLAN Plan #001 Participants BOY/EOY83 / 89 Assets BOY/EOY$6,589,983 / $8,487,918	2021	FORWARD MANAGEMENT, INC. 401(K) PLAN - Plan #001	83 / 89	$6,589,983 / $8,487,918
2020	Plan NameFORWARD MANAGEMENT, INC. 401(K) PLAN Plan #001 Participants BOY/EOY85 / 82 Assets BOY/EOY$5,493,438 / $6,589,983	2020	FORWARD MANAGEMENT, INC. 401(K) PLAN - Plan #001	85 / 82	$5,493,438 / $6,589,983
2019	Plan NameFORWARD MANAGEMENT, INC. 401(K) PLAN Plan #001 Participants BOY/EOY92 / 82 Assets BOY/EOY$4,105,845 / $5,493,438	2019	FORWARD MANAGEMENT, INC. 401(K) PLAN - Plan #001	92 / 82	$4,105,845 / $5,493,438