Search public Form 5500 filings

Plans

• planDexter Southfield, Inc. Defined Contribution Retirement PlanFinancial statementProvider compensation2023 filing
  $52.5Mreported assets (EOY)
  Sponsor: Dexter Southfield, Inc.EIN: 04-2104152Plan: 001Participants: 471Assets: $52,504,635Net assets: $52.5MAssets / participant: $111.5KLocation: Brookline, MALatest: 2023
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• planThe Park School Defined Contribution Retirement PlanFinancial statementProvider compensation2023 filing
  $49Mreported assets (EOY)
  Sponsor: Park School CorporationEIN: 04-2104824Plan: 001Participants: 438Assets: $49,016,374Net assets: $49MAssets / participant: $111.9KLocation: Brookline, MALatest: 2023
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• planMab Community Services Retirement Savings PlanFinancial statementProvider compensation2023 filing
  $4.5Mreported assets (EOY)
  Sponsor: Mab Community Services Inc.EIN: 04-2109859Plan: 002Participants: 621Assets: $4,493,471Net assets: $4.5MAssets / participant: $7.2KLocation: Brookline, MALatest: 2023
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• planRichard I Spiro Profit Sharing PlanFinancial statement2023 filing
  $4.2Mreported assets (EOY)
  Sponsor: Richard I Spiro, M.D.EIN: 04-3255736Plan: 002Participants: 1Assets: $4,228,926Net assets: $4.2MAssets / participant: $4.2MLocation: Brookline, MALatest: 2023
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• planMichael Lindstrom Associates Architects LLC 401(K) PlanFinancial statement2023 filing
  $3.4Mreported assets (EOY)
  Sponsor: Michael Lindstrom Associates Architects, LLCEIN: 20-5979206Plan: 001Participants: 24Assets: $3,389,135Net assets: $3.4MAssets / participant: $141.2KLocation: Brookline, MALatest: 2023
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• planJ.D Auto Center Inc. Retirement TrustFinancial statement2023 filing
  $2.8Mreported assets (EOY)
  Sponsor: J.D. Auto Center, Inc.EIN: 04-2944368Plan: 001Participants: 3Assets: $2,839,866Net assets: $2.8MAssets / participant: $946.6KLocation: Brookline, MALatest: 2023
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• planLeeder Management Co., LLC 401(K) Profit Sharing Plan And TrustFinancial statement2023 filing
  $2.8Mreported assets (EOY)
  Sponsor: Leeder Management Co., LLCEIN: 20-4887508Plan: 001Participants: 19Assets: $2,794,542Net assets: $2.8MAssets / participant: $147.1KLocation: Brookline, MALatest: 2023
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• planDr. Lawrence L. Phan, D.M.D., P.C. Profit Sharing And 401(K) PlanFinancial statement2023 filing
  $2.6Mreported assets (EOY)
  Sponsor: Dr. Lawrence L. Phan, D.M.D., P.C.EIN: 20-2223286Plan: 001Participants: 7Assets: $2,641,112Net assets: $2.6MAssets / participant: $377.3KLocation: Brookline, MALatest: 2023
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