Search public Form 5500 filings

Plans

• planCitrus World, Inc. 401(K) Retirement PlanFinancial statementProvider compensation2023 filing
  $79.5Mreported assets (EOY)
  Sponsor: Citrus World, Inc.EIN: 59-0245940Plan: 333Participants: 835Assets: $79,501,968Net assets: $79.5MAssets / participant: $95.2KLocation: Lake Wales, FLLatest: 2023
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• planE.R. Jahna Industries, Inc. 401(K) PlanFinancial statementProvider compensation2023 filing
  $22.8Mreported assets (EOY)
  Sponsor: E.R. Jahna Industries, Inc.EIN: 59-0874072Plan: 002Participants: 161Assets: $22,754,387Net assets: $22.8MAssets / participant: $141.3KLocation: Lake Wales, FLLatest: 2023
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• planCitizens Bank And Trust 401(K) PlanFinancial statementProvider compensation2023 filing
  $13.1Mreported assets (EOY)
  Sponsor: Citizens Bank & TrustEIN: 59-0193780Plan: 001Participants: 214Assets: $13,086,318Net assets: $13.1MAssets / participant: $61.2KLocation: Lake Wales, FLLatest: 2023
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• planOakley Transportation Group 401(K) PlanFinancial statementProvider compensation2023 filing
  $12.1Mreported assets (EOY)
  Sponsor: Oakley Transportation Group, Inc.EIN: 47-1451534Plan: 001Participants: 1,172Assets: $12,093,996Net assets: $12.1MAssets / participant: $10.3KLocation: Lake Wales, FLLatest: 2023
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• planBok Tower Garden, Inc Retirement PlanFinancial statementProvider compensation2023 filing
  $5.7Mreported assets (EOY)
  Sponsor: Bok Tower Garden, Inc.EIN: 23-1352009Plan: 001Participants: 193Assets: $5,697,814Net assets: $5.7MAssets / participant: $29.5KLocation: Lake Wales, FLLatest: 2023
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• planHunt Bros., Inc. Retirement PlanFinancial statementProvider compensation2023 filing
  $4Mreported assets (EOY)
  Sponsor: Hunt Bros., Inc.EIN: 59-0300630Plan: 001Participants: 180Assets: $4,041,304Net assets: $4MAssets / participant: $22.5KLocation: Lake Wales, FLLatest: 2023
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• planSteven D Reddick Dmd Pa Profit Sharing Plan And TrustFinancial statement2023 filing
  $1.6Mreported assets (EOY)
  Sponsor: Steven D Reddick Dmd PaEIN: 59-2747313Plan: 001Participants: 12Assets: $1,613,957Net assets: $1.6MAssets / participant: $134.5KLocation: Lake Wales, FLLatest: 2023
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• planItx, Inc. Profit Sharing PlanFinancial statement2023 filing
  $379.9Kreported assets (EOY)
  Sponsor: Bridgemaster Fishing Products, IncEIN: 83-1737004Plan: 001Participants: 6Assets: $379,895Net assets: $379.9KAssets / participant: $63.3KLocation: Lake Wales, FLLatest: 2023
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