Search public Form 5500 filings

Plans

• planMariani Enterprises 401(K) Savings PlanFinancial statementProvider compensation2023 filing
  $42.8Mreported assets (EOY)
  Sponsor: Mariani Enterprises LLCEIN: 36-3309795Plan: 001Participants: 3,008Assets: $42,801,789Net assets: $42.8MAssets / participant: $14.2KLocation: Lake Bluff, ILLatest: 2023
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• planTerlato Wine Group, Ltd. Savings And Retirement PlanFinancial statementProvider compensation2023 filing
  $39.2Mreported assets (EOY)
  Sponsor: Terlato Wine Group, Ltd.EIN: 36-3148484Plan: 001Participants: 403Assets: $39,232,885Net assets: $39.2MAssets / participant: $97.4KLocation: Lake Bluff, ILLatest: 2023
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• planKarl Knauz Motors, Inc. 401(K)/Profit Sharing PlanFinancial statementProvider compensation2023 filing
  $30.9Mreported assets (EOY)
  Sponsor: Karl Knauz Motors, Inc.EIN: 36-2469176Plan: 001Participants: 332Assets: $30,912,959Net assets: $30.9MAssets / participant: $93.1KLocation: Lake Bluff, ILLatest: 2023
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• planScott Byron & Co. , Inc. Salary Savings And Profit Sharing PlanFinancial statementProvider compensation2023 filing
  $11.1Mreported assets (EOY)
  Sponsor: Scott Byron & Co., Inc.EIN: 36-3217398Plan: 002Participants: 325Assets: $11,056,416Net assets: $11.1MAssets / participant: $34KLocation: Lake Bluff, ILLatest: 2023
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• planAdams Machinery Company Employees Profit-Sharing Plan And TrustFinancial statement2023 filing
  $8.5Mreported assets (EOY)
  Sponsor: Adams Machinery CompanyEIN: 36-2604921Plan: 001Participants: 9Assets: $8,456,370Net assets: $8.4MAssets / participant: $939.6KLocation: Lake Bluff, ILLatest: 2023
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• planHomewerks Worldwide LLC 401(K)Financial statement2023 filing
  $7Mreported assets (EOY)
  Sponsor: Homewerks Worldwide LLCEIN: 20-5335670Plan: 001Participants: 122Assets: $6,980,464Net assets: $7MAssets / participant: $57.2KLocation: Lake Bluff, ILLatest: 2023
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• planNorthshore Dermatology, Sc Profit Sharing PlanFinancial statement2023 filing
  $2.8Mreported assets (EOY)
  Sponsor: Northshore Dermatology Center, S.C.EIN: 36-4147565Plan: 001Participants: 17Assets: $2,791,214Net assets: $2.8MAssets / participant: $164.2KLocation: Lake Bluff, ILLatest: 2023
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• planAmended Charles S. James, D.D.S., Ltd. Pension Plan And TrustFinancial statement2023 filing
  $2.6Mreported assets (EOY)
  Sponsor: Charles S. James, D.D.S., Ltd.EIN: 36-2693561Plan: 002Participants: 1Assets: $2,570,662Net assets: $2.5MAssets / participant: $2.6MLocation: Lake Bluff, ILLatest: 2023
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