Search public Form 5500 filings

Plans

• planIbew Local 13 Retirement PlanFinancial statementProvider compensation2023 filing
  $52.7Mreported assets (EOY)
  Sponsor: Ibew Local No. 13 & Southeast Iowa Div.Of Neca Joint Board Of TrusteeEIN: 42-1123177Plan: 001Participants: 305Assets: $52,715,801Net assets: $52.6MAssets / participant: $172.8KLocation: Burlington, IALatest: 2023
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• planWinegard Company Profit Sharing & 401(K) PlanFinancial statementProvider compensation2023 filing
  $28.2Mreported assets (EOY)
  Sponsor: Winegard CompanyEIN: 42-0735567Plan: 001Participants: 364Assets: $28,188,563Net assets: $28.2MAssets / participant: $77.4KLocation: Burlington, IALatest: 2023
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• planCarl A. Nelson & Company 401(K) PlanFinancial statementProvider compensation2023 filing
  $24.5Mreported assets (EOY)
  Sponsor: Carl A. Nelson & CompanyEIN: 42-0635367Plan: 001Participants: 112Assets: $24,461,119Net assets: $24.5MAssets / participant: $218.4KLocation: Burlington, IALatest: 2023
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• planTwo Rivers Financial Group 401(K) Profit Sharing PlanFinancial statementProvider compensation2023 filing
  $23.5Mreported assets (EOY)
  Sponsor: Two Rivers Financial Group Inc.EIN: 42-1337121Plan: 002Participants: 307Assets: $23,451,916Net assets: $23.5MAssets / participant: $76.4KLocation: Burlington, IALatest: 2023
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• plan403b Thrift Plan Of Community Health Centers Of Southeastern Iowa, Inc.Financial statementProvider compensation2023 filing
  $13.7Mreported assets (EOY)
  Sponsor: Community Health Centers Of Southeastern Iowa, Inc.EIN: 42-1527584Plan: 001Participants: 286Assets: $13,683,551Net assets: $13.7MAssets / participant: $47.8KLocation: Burlington, IALatest: 2023
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• planBmr Employees 401(K) PlanFinancial statement2023 filing
  $13.3Mreported assets (EOY)
  Sponsor: Brockway Mechanical & Roofing Co.EIN: 42-1232251Plan: 001Participants: 117Assets: $13,262,030Net assets: $13.3MAssets / participant: $113.4KLocation: Burlington, IALatest: 2023
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• planGreat River Entertainment, LLC 401(K) Profit Sharing PlanFinancial statementProvider compensation2023 filing
  $9.1Mreported assets (EOY)
  Sponsor: Great River Entertainment, LLCEIN: 20-8412604Plan: 001Participants: 288Assets: $9,108,959Net assets: $9.1MAssets / participant: $31.6KLocation: Burlington, IALatest: 2023
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• planTwo Rivers Financial Group Employee Stock Ownership PlanFinancial statement2023 filing
  $4Mreported assets (EOY)
  Sponsor: Two Rivers Financial Group, Inc.EIN: 42-1337121Plan: 001Participants: 236Assets: $3,965,307Net assets: $3.9MAssets / participant: $16.8KLocation: Burlington, IALatest: 2023
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