Search public Form 5500 filings

Plans

• planValsource, Inc. Employee Stock Ownership PlanFinancial statement2023 filing
  $51.2Mreported assets (EOY)
  Sponsor: Valsource, Inc.EIN: 23-2855010Plan: 001Participants: 323Assets: $51,213,775Net assets: $29MAssets / participant: $158.6KLocation: Downingtown, PALatest: 2023
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• planValsource, Inc. 401(K) PlanFinancial statementProvider compensation2023 filing
  $37.7Mreported assets (EOY)
  Sponsor: Valsource, Inc.EIN: 23-2855010Plan: 002Participants: 200Assets: $37,736,120Net assets: $37.7MAssets / participant: $188.7KLocation: Downingtown, PALatest: 2023
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• planCcres 403(B) PlanFinancial statementProvider compensation2023 filing
  $3.7Mreported assets (EOY)
  Sponsor: CcresEIN: 23-3011813Plan: 001Participants: 1,500Assets: $3,659,761Net assets: $3.7MAssets / participant: $2.4KLocation: Downingtown, PALatest: 2023
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• planJeff D'Ambrosio Dodge 401(K) PlanFinancial statementProvider compensation2023 filing
  $2.8Mreported assets (EOY)
  Sponsor: D'Ambrosio'S Dodge, Inc.EIN: 23-2366984Plan: 002Participants: 399Assets: $2,763,878Net assets: $2.8MAssets / participant: $6.9KLocation: Downingtown, PALatest: 2023
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• planHome Care Of Chester County Inc. Profit Sharing PlanFinancial statement2023 filing
  $1Mreported assets (EOY)
  Sponsor: Home Care Of Chester County Inc.EIN: 27-4164697Plan: 001Participants: 12Assets: $1,046,888Net assets: $1MAssets / participant: $87.2KLocation: Downingtown, PALatest: 2023
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• planSchorn Construction Employee Stock Ownership PlanFinancial statement2023 filing
  $491.1Kreported assets (EOY)
  Sponsor: Schorn Construction Co., Inc.EIN: 23-2484890Plan: 002Participants: 18Assets: $491,133Net assets: -$2.5MAssets / participant: $27.3KLocation: Downingtown, PALatest: 2023
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• planMel Express Inc. Retirement PlanFinancial statement2023 filing
  $377Kreported assets (EOY)
  Sponsor: Mel Express Inc.EIN: 45-5204323Plan: 001Participants: 5Assets: $377,000Net assets: $0Assets / participant: $75.4KLocation: Downingtown, PALatest: 2023
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• planLeoness Corporation 401(K) PlanFinancial statement2023 filing
  $191.9Kreported assets (EOY)
  Sponsor: Leoness CorporationEIN: 47-3186194Plan: 001Participants: 4Assets: $191,872Net assets: $191.9KAssets / participant: $48KLocation: Downingtown, PALatest: 2023
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