Search public Form 5500 filings

Plans

• planThe Dunlap & Kyle Co., Inc. Profit Sharing Plan And TrustFinancial statementProvider compensation2023 filing
  $117.7Mreported assets (EOY)
  Sponsor: Dunlap & Kyle Co., Inc.EIN: 64-0349856Plan: 001Participants: 1,948Assets: $117,663,219Net assets: $117.7MAssets / participant: $60.4KLocation: Batesville, MSLatest: 2023
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• planFirst Security Bank 401(K) Profit Sharing PlanFinancial statementProvider compensation2023 filing
  $20.7Mreported assets (EOY)
  Sponsor: First Security BankEIN: 64-0322079Plan: 003Participants: 270Assets: $20,733,389Net assets: $20.7MAssets / participant: $76.8KLocation: Batesville, MSLatest: 2023
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• planFirst Security Bank Employee Stock Ownership PlanFinancial statement2023 filing
  $18.5Mreported assets (EOY)
  Sponsor: First Security BankEIN: 64-0322079Plan: 002Participants: 295Assets: $18,512,656Net assets: $18.5MAssets / participant: $62.8KLocation: Batesville, MSLatest: 2023
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• planProgressive Health Systems, Inc. 401(K) PlanFinancial statementProvider compensation2023 filing
  $2.2Mreported assets (EOY)
  Sponsor: Progressive Medical Enterprise LLCEIN: 88-0977895Plan: 001Participants: 482Assets: $2,248,162Net assets: $2.2MAssets / participant: $4.7KLocation: Batesville, MSLatest: 2023
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• planHuron Smith Oil Company, Inc. Profit Sharing 401(K) PlanFinancial statement2023 filing
  $1.1Mreported assets (EOY)
  Sponsor: Huron Smith Oil Company, Inc.EIN: 64-0527898Plan: 001Participants: 10Assets: $1,141,342Net assets: $1.1MAssets / participant: $114.1KLocation: Batesville, MSLatest: 2023
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• planStephen Henning Profit Sharing PlanFinancial statement2023 filing
  $0reported assets (EOY)
  Sponsor: Stephen HenningEIN: 64-0813003Plan: 001Participants: 5Assets: $0Net assets: $0Assets / participant: $0Location: Batesville, MSLatest: 2023
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• planDunlap & Kyle Co. , Inc. Texas Injury Benefit Plan2023 filing
  Sponsor: Dunlap & Kyle Co., Inc.EIN: 64-0349856Plan: 502Participants: 333Assets: not reported in the loaded datasetLocation: Batesville, MSLatest: 2023
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• planProgressive Medical Enterprise LLC Health & Welfare Benefits Plan2023 filing
  Sponsor: Progressive Medical Enterprise LLCEIN: 85-3980697Plan: 501Participants: 268Assets: not reported in the loaded datasetLocation: Batesville, MSLatest: 2023
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