Plan5500

Search public Form 5500 filings

Filters & tools • active

Investigation panel

Clear
What are you searching?

Narrow to one kind of record, or search everything.

Financial profile

Only plans that report Schedule H/I financials or Schedule C provider pay.

Plan size

Filter plans by reported participant count or end-of-year assets.

Location
Filing identifiers

Jump to an exact sponsor (EIN) or plan number.

Sort
Popular investigations$1B+ plansPlans with financial statementsPlans with provider compensationProviders by reported compensationEmployer plans by participants

3 results

Sort:RelevanceLatest filing yearLargest assetsMost participantsHighest provider compensation
Filters:Type: PlansState: WACity: FRIDAY HARBORClear all

Plans

  • planValmark, Inc. Retirement PlanFinancial statementProvider compensation2023 filing
    $9.1Mreported assets (EOY)
    Sponsor: Valmark, Inc.EIN: 91-1110337Plan: 001Participants: 178Assets: $9,066,239Net assets: $9.1MAssets / participant: $50.9KLocation: Friday Harbor, WALatest: 2023
    View financial statement →
  • planNew Rh, LLC 401(K) PlanFinancial statement2023 filing
    $3.4Mreported assets (EOY)
    Sponsor: New Rh, LLCEIN: 91-1569057Plan: 001Participants: 134Assets: $3,408,491Net assets: $3.4MAssets / participant: $25.4KLocation: Friday Harbor, WALatest: 2023
    View financial statement →
  • planMfleet Enterprise Retirement PlanFinancial statement2023 filing
    $342.3Kreported assets (EOY)
    Sponsor: Mfleet Enterprise, Inc.EIN: 47-1789234Plan: 001Participants: 2Assets: $342,329Net assets: $342.3KAssets / participant: $171.2KLocation: Friday Harbor, WALatest: 2023
    View financial statement →