Search public Form 5500 filings

Plans

• planAgente Technical LLC Retirement TrustFinancial statementProvider compensation2023 filing
  $3.1Mreported assets (EOY)
  Sponsor: Agente Technical LLCEIN: 26-3140055Plan: 001Participants: 136Assets: $3,103,948Net assets: $3.1MAssets / participant: $22.8KLocation: Colleyville, TXLatest: 2023
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• planDfw Medstaff, Pc 401(K) PlanFinancial statement2023 filing
  $2.4Mreported assets (EOY)
  Sponsor: Dfw Medstaff, PcEIN: 03-0389212Plan: 001Participants: 15Assets: $2,363,171Net assets: $2.4MAssets / participant: $157.5KLocation: Colleyville, TXLatest: 2023
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• planHutto Retirement Advisors 401(K) Profit Sharing Plan & TrustFinancial statement2023 filing
  $1.7Mreported assets (EOY)
  Sponsor: Hutto Retirement AdvisorsEIN: 27-1317580Plan: 001Participants: 2Assets: $1,693,967Net assets: $1.7MAssets / participant: $847KLocation: Colleyville, TXLatest: 2023
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• planAdvanced Services Of North Texas Corporation 401(K) Profit Sharing PlanFinancial statement2023 filing
  $1.4Mreported assets (EOY)
  Sponsor: Advanced Services Of North Texas CorporationEIN: 83-3126450Plan: 001Participants: 2Assets: $1,371,119Net assets: $1.4MAssets / participant: $685.6KLocation: Colleyville, TXLatest: 2023
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• planTuneup Masters, 401(K) Savings PlanFinancial statementProvider compensation2023 filing
  $978.5Kreported assets (EOY)
  Sponsor: Tuneup Masters, Inc.EIN: 95-2291444Plan: 001Participants: 206Assets: $978,480Net assets: $978.5KAssets / participant: $4.7KLocation: Colleyville, TXLatest: 2023
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• planEssential Insurance Management, Inc. Retirement PlanFinancial statement2023 filing
  $768.4Kreported assets (EOY)
  Sponsor: Essential Insurance Management, Inc.EIN: 88-4380329Plan: 001Participants: 9Assets: $768,355Net assets: $768.4KAssets / participant: $85.4KLocation: Colleyville, TXLatest: 2023
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• planDs And L Eckhoff, Inc. 401(K) Profit Sharing PlanFinancial statement2023 filing
  $533.4Kreported assets (EOY)
  Sponsor: Ds And L Eckhoff, Inc.EIN: 93-4330543Plan: 001Participants: 1Assets: $533,400Net assets: $533.4KAssets / participant: $533.4KLocation: Colleyville, TXLatest: 2023
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• planLockamy & Associates Inc. Retirement PlanFinancial statement2023 filing
  $508.3Kreported assets (EOY)
  Sponsor: Lockamy & Associates Inc.EIN: 81-4620983Plan: 001Participants: 2Assets: $508,264Net assets: $508.3KAssets / participant: $254.1KLocation: Colleyville, TXLatest: 2023
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