Search public Form 5500 filings

Plans

• planCertilman Balin Adler & Hyman, Llp Salary Reduction & Bonus Deferral PlanFinancial statementProvider compensation2023 filing
  $63Mreported assets (EOY)
  Sponsor: Certilman Balin Adler & Hyman, LlpEIN: 11-6188872Plan: 002Participants: 190Assets: $63,019,210Net assets: $63MAssets / participant: $331.7KLocation: East Meadow, NYLatest: 2023
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• planWestermann, Sheehy, Keenan, Samaan & Aydelott, Llp 401(K) Profit Sharing PlanFinancial statement2023 filing
  $7.9Mreported assets (EOY)
  Sponsor: Westermann, Sheehy, Keenan, Samaan & Aydelott, LlpEIN: 11-3440989Plan: 001Participants: 35Assets: $7,923,875Net assets: $7.9MAssets / participant: $226.4KLocation: East Meadow, NYLatest: 2023
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• planEpic Long Island, Inc. Tax Deferred Annunity PlanFinancial statementProvider compensation2023 filing
  $6.4Mreported assets (EOY)
  Sponsor: Epic Long Island, Inc.EIN: 11-1821135Plan: 001Participants: 887Assets: $6,386,246Net assets: $6.4MAssets / participant: $7.2KLocation: East Meadow, NYLatest: 2023
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• planJay M. Purvin Profit Sharing PlanFinancial statement2023 filing
  $5.6Mreported assets (EOY)
  Sponsor: Jay M. PurvinEIN: 11-2627859Plan: 001Participants: 4Assets: $5,605,199Net assets: $5.6MAssets / participant: $1.4MLocation: East Meadow, NYLatest: 2023
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• planCreative Plan Designs, Ltd. 401k Profit Sharing PlanFinancial statement2023 filing
  $3.8Mreported assets (EOY)
  Sponsor: Creative Plan Designs, Ltd.EIN: 11-2515970Plan: 001Participants: 33Assets: $3,812,750Net assets: $3.8MAssets / participant: $115.5KLocation: East Meadow, NYLatest: 2023
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• planMariner Travels, Inc. 401k Profit Sharing PlanFinancial statement2023 filing
  $468.7Kreported assets (EOY)
  Sponsor: Mariner Travels, Inc.EIN: 47-1871047Plan: 001Participants: 2Assets: $468,693Net assets: $468.7KAssets / participant: $234.3KLocation: East Meadow, NYLatest: 2023
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• planProsocial Play, Inc. 401(K) PlanFinancial statement2023 filing
  $257.1Kreported assets (EOY)
  Sponsor: Prosocial Play, Inc.EIN: 82-5044259Plan: 001Participants: 13Assets: $257,113Net assets: $257.1KAssets / participant: $19.8KLocation: East Meadow, NYLatest: 2023
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• planEpilepsy Foundation Of Long Island Welfare Benefits Plan2023 filing
  Sponsor: Epic Long IslandEIN: 11-1821135Plan: 501Participants: 355Assets: not reported in the loaded datasetLocation: East Meadow, NYLatest: 2023
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