Search public Form 5500 filings

Plans

• planBankfirst Financial Services 401(K) Profit Sharing PlanFinancial statementProvider compensation2023 filing
  $37.6Mreported assets (EOY)
  Sponsor: Bankfirst Financial ServicesEIN: 64-0202970Plan: 003Participants: 621Assets: $37,590,126Net assets: $37.5MAssets / participant: $60.5KLocation: Columbus, MSLatest: 2023
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• planOffice Management Systems, Inc. 401(K) And Profit Sharing PlanFinancial statementProvider compensation2023 filing
  $14.7Mreported assets (EOY)
  Sponsor: Office Management Systems, Inc.EIN: 64-0679888Plan: 001Participants: 207Assets: $14,669,622Net assets: $14.7MAssets / participant: $70.9KLocation: Columbus, MSLatest: 2023
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• planWaters 401(K) Profit Sharing PlanFinancial statementProvider compensation2023 filing
  $13.8Mreported assets (EOY)
  Sponsor: Waters Truck And Tractor Co. IncEIN: 64-0435228Plan: 001Participants: 272Assets: $13,800,727Net assets: $13.8MAssets / participant: $50.7KLocation: Columbus, MSLatest: 2023
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• planColumbus Orthopaedic Clinic, P. A. 401(K) PlanFinancial statementProvider compensation2023 filing
  $11.2Mreported assets (EOY)
  Sponsor: Columbus Orthopaedic Clinic, P.A.EIN: 64-0934204Plan: 002Participants: 158Assets: $11,150,348Net assets: $11.2MAssets / participant: $70.6KLocation: Columbus, MSLatest: 2023
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• planGlenn Machine Works, Inc. 401(K) PlanFinancial statementProvider compensation2023 filing
  $8.9Mreported assets (EOY)
  Sponsor: Glenn Machine Works, Inc.EIN: 64-0470007Plan: 001Participants: 235Assets: $8,879,441Net assets: $8.9MAssets / participant: $37.8KLocation: Columbus, MSLatest: 2023
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• planHollis Roofing, Inc. Profit Sharing PlanFinancial statement2023 filing
  $8.8Mreported assets (EOY)
  Sponsor: Hollis Roofing, Inc.EIN: 64-0587861Plan: 001Participants: 112Assets: $8,751,353Net assets: $8.8MAssets / participant: $78.1KLocation: Columbus, MSLatest: 2023
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• planDutch Oil Company 401(K) Profit Sharing PlanFinancial statementProvider compensation2023 filing
  $6.5Mreported assets (EOY)
  Sponsor: Dutch Oil Company, Inc.EIN: 64-0522704Plan: 001Participants: 226Assets: $6,525,564Net assets: $6.5MAssets / participant: $28.9KLocation: Columbus, MSLatest: 2023
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• planPryormorrow Pc 401(K) PlanFinancial statement2023 filing
  $6.3Mreported assets (EOY)
  Sponsor: Pryormorrow PcEIN: 64-0757497Plan: 001Participants: 30Assets: $6,276,991Net assets: $6.3MAssets / participant: $209.2KLocation: Columbus, MSLatest: 2023
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