Search public Form 5500 filings

Plans

• planThe Athenian School 403(B) PlanFinancial statementProvider compensation2023 filing
  $35.7Mreported assets (EOY)
  Sponsor: The Athenian SchoolEIN: 94-6070808Plan: 001Participants: 325Assets: $35,717,993Net assets: $35.7MAssets / participant: $109.9KLocation: Danville, CALatest: 2023
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• planLandmark Worldwide Employee Stock Ownership PlanFinancial statement2023 filing
  $16.9Mreported assets (EOY)
  Sponsor: Landmark WorldwideEIN: 27-0033035Plan: 003Participants: 429Assets: $16,906,698Net assets: $16.9MAssets / participant: $39.4KLocation: Danville, CALatest: 2023
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• planNorthgate Capital Group 401(K) PlanFinancial statement2023 filing
  $5.7Mreported assets (EOY)
  Sponsor: Northgate Capital Group LLCEIN: 94-3370392Plan: 001Participants: 43Assets: $5,737,524Net assets: $5.7MAssets / participant: $133.4KLocation: Danville, CALatest: 2023
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• planDiablo Physical Therapy & Sports Medicine 401(K) Plan & Trust IFinancial statement2023 filing
  $4.8Mreported assets (EOY)
  Sponsor: Barman & Sargent, Inc.EIN: 68-0444175Plan: 001Participants: 24Assets: $4,792,970Net assets: $4.8MAssets / participant: $199.7KLocation: Danville, CALatest: 2023
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• planBlackhawk Country Club Employee Savings PlanFinancial statementProvider compensation2023 filing
  $4.7Mreported assets (EOY)
  Sponsor: Blackhawk Country ClubEIN: 94-3054609Plan: 002Participants: 213Assets: $4,686,323Net assets: $4.7MAssets / participant: $22KLocation: Danville, CALatest: 2023
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• planNaderi Engineering, Inc. 401(K) Profit Sharing Plan & TrustFinancial statement2023 filing
  $3.7Mreported assets (EOY)
  Sponsor: Naderi Engineering, Inc.EIN: 68-0390689Plan: 001Participants: 37Assets: $3,705,232Net assets: $3.7MAssets / participant: $100.1KLocation: Danville, CALatest: 2023
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• planBelotz Holdings Incorporated 401(K) Profit Sharing Plan & TrustFinancial statement2023 filing
  $3.4Mreported assets (EOY)
  Sponsor: Belotz Holdings IncorporatedEIN: 20-2887966Plan: 001Participants: 2Assets: $3,418,204Net assets: $3.4MAssets / participant: $1.7MLocation: Danville, CALatest: 2023
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• planHeathorn & Associates Profit Sharing PlanFinancial statement2023 filing
  $2.8Mreported assets (EOY)
  Sponsor: Heathorn & AssociatesEIN: 94-3166225Plan: 001Participants: 7Assets: $2,782,424Net assets: $2.8MAssets / participant: $397.5KLocation: Danville, CALatest: 2023
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