Search public Form 5500 filings

Plans

• planD.A. Davidson Companies Retirement Savings And Profit Sharing PlanFinancial statementProvider compensation2023 filing
  $543.1Mreported assets (EOY)
  Sponsor: D.A. Davidson CompaniesEIN: 81-0439153Plan: 001Participants: 2,013Assets: $543,142,005Location: Great Falls, MTLatest: 2023
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• planPacific Hide & Fur Depot D/B/A Pacific Steel & Recycling EsopFinancial statementProvider compensation2023 filing
  $441.8Mreported assets (EOY)
  Sponsor: Pacific Hide & Fur Depot D/B/A Pacific Steel And RecyclingEIN: 81-0246538Plan: 001Participants: 1,310Assets: $441,768,786Location: Great Falls, MTLatest: 2023
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• planD.A. Davidson Companies Employee Stock Ownership PlanFinancial statementProvider compensation2023 filing
  $149.5Mreported assets (EOY)
  Sponsor: D.A. Davidson CompaniesEIN: 81-0439153Plan: 002Participants: 1,804Assets: $149,547,346Location: Great Falls, MTLatest: 2023
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• planSletten, Inc. Employee Stock Ownership PlanFinancial statementProvider compensation2023 filing
  $71.9Mreported assets (EOY)
  Sponsor: Sletten, Inc.EIN: 81-0418015Plan: 002Participants: 411Assets: $71,920,975Location: Great Falls, MTLatest: 2023
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• planGreat Falls Clinic Retirement PlanFinancial statementProvider compensation2023 filing
  $36.7Mreported assets (EOY)
  Sponsor: Great Falls ClinicEIN: 81-0141660Plan: 001Participants: 952Assets: $36,734,295Location: Great Falls, MTLatest: 2023
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• planPacific Hide & Fur Depot D/B/A Pacific Steel & Recycling 401(K) PlanFinancial statementProvider compensation2023 filing
  $33.9Mreported assets (EOY)
  Sponsor: Pacific Hide & Fur Depot D/B/A Pacific Steel & RecyclingEIN: 81-0246538Plan: 002Participants: 1,090Assets: $33,875,407Location: Great Falls, MTLatest: 2023
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• planThomas, Dean & Hoskins, Inc. Employee Stock Ownership Plan And TrustFinancial statementProvider compensation2023 filing
  $27.2Mreported assets (EOY)
  Sponsor: Thomas, Dean & Hoskins, Inc.EIN: 81-0295283Plan: 002Participants: 176Assets: $27,220,477Location: Great Falls, MTLatest: 2023
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• planJccs, Pc 401k Profit Sharing Plan & TrustFinancial statementProvider compensation2023 filing
  $26.1Mreported assets (EOY)
  Sponsor: Junkermier, Clark, Campanella, Stevens, P.C.EIN: 81-0348775Plan: 001Participants: 145Assets: $26,127,461Location: Great Falls, MTLatest: 2023
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