Search public Form 5500 filings

Plans

• planD.L. Evans Bank Employees Stock Ownership Plan And TrustFinancial statement2023 filing
  $39.6Mreported assets (EOY)
  Sponsor: D.L. Evans BankEIN: 82-0117415Plan: 002Participants: 569Assets: $39,620,230Net assets: $38.6MAssets / participant: $69.6KLocation: Burley, IDLatest: 2023
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• planD.L. Evans Bank 401(K) Retirement Savings PlanFinancial statementProvider compensation2023 filing
  $32.1Mreported assets (EOY)
  Sponsor: D L Evans BankEIN: 82-0117415Plan: 003Participants: 518Assets: $32,087,817Net assets: $32.1MAssets / participant: $61.9KLocation: Burley, IDLatest: 2023
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• planParsons Smith & Stone - Money Purchase PlanFinancial statement2023 filing
  $2.8Mreported assets (EOY)
  Sponsor: Parsons Smith & StoneEIN: 82-0256584Plan: 003Participants: 6Assets: $2,793,880Net assets: $2.8MAssets / participant: $465.6KLocation: Burley, IDLatest: 2023
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• planGarald Price & Associates, P.A 401(K) Profit Sharing PlanFinancial statement2023 filing
  $2.8Mreported assets (EOY)
  Sponsor: Garald Price & Associates, P.AEIN: 82-0363932Plan: 007Participants: 44Assets: $2,759,009Net assets: $2.8MAssets / participant: $62.7KLocation: Burley, IDLatest: 2023
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• planTater Holdings 401(K) PlanFinancial statementProvider compensation2023 filing
  $1.2Mreported assets (EOY)
  Sponsor: Tater Holdings Inc.EIN: 86-2004872Plan: 001Participants: 128Assets: $1,159,831Net assets: $1.2MAssets / participant: $9.1KLocation: Burley, IDLatest: 2023
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• planParsons Smith & Stone - Profit Sharing PlanFinancial statement2023 filing
  $759.9Kreported assets (EOY)
  Sponsor: Parsons Smith & StoneEIN: 82-0256584Plan: 004Participants: 6Assets: $759,907Net assets: $759.9KAssets / participant: $126.7KLocation: Burley, IDLatest: 2023
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• planSinus Center - Idaho Pa PspFinancial statement2023 filing
  $485.4Kreported assets (EOY)
  Sponsor: Sinus Center - Idaho Pa PspEIN: 20-0049450Plan: 001Participants: 5Assets: $485,358Net assets: $485.4KAssets / participant: $97.1KLocation: Burley, IDLatest: 2023
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• planKam Philgas Profit Sharing Plan And TrustFinancial statement2023 filing
  $82.4Kreported assets (EOY)
  Sponsor: Konrad Holdings IncEIN: 82-0309158Plan: 001Participants: 4Assets: $82,433Net assets: $82.4KAssets / participant: $20.6KLocation: Burley, IDLatest: 2023
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