Search public Form 5500 filings

Plans

• planJasa Employee Stock Ownership PlanFinancial statement2023 filing
  $14.7Mreported assets (EOY)
  Sponsor: J.A. Street & AssociatesEIN: 62-1260393Plan: 002Participants: 124Assets: $14,712,149Net assets: $10.9MAssets / participant: $118.6KLocation: Blountville, TNLatest: 2023
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• planJ. A. Street & Associates 401(K) Profit Sharing Plan And TrustFinancial statement2023 filing
  $10.4Mreported assets (EOY)
  Sponsor: J.A. Street & AssociatesEIN: 62-1260393Plan: 001Participants: 94Assets: $10,351,880Net assets: $10.4MAssets / participant: $110.1KLocation: Blountville, TNLatest: 2023
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• planHeritage Family Funeral Services 401(K) PlanFinancial statementProvider compensation2023 filing
  $7.8Mreported assets (EOY)
  Sponsor: Heritage Operating LLCEIN: 82-4968837Plan: 101Participants: 355Assets: $7,775,577Net assets: $7.7MAssets / participant: $21.9KLocation: Blountville, TNLatest: 2023
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• planHeritage Family Funeral Services2023 filing
  Sponsor: Heritage Operating, LLCEIN: 82-4968837Plan: 501Participants: 329Assets: not reported in the loaded datasetLocation: Blountville, TNLatest: 2023
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