Search public Form 5500 filings

Plans

• planLiving Branches Retirement PlanFinancial statementProvider compensation2023 filing
  $25.3Mreported assets (EOY)
  Sponsor: Living BranchesEIN: 23-2125481Plan: 002Participants: 738Assets: $25,292,936Net assets: $25.3MAssets / participant: $34.3KLocation: Lansdale, PALatest: 2023
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• planMedlogix 401(K) PlanFinancial statementProvider compensation2023 filing
  $24.7Mreported assets (EOY)
  Sponsor: Medlogix, LLCEIN: 23-2649288Plan: 001Participants: 351Assets: $24,739,708Net assets: $24.7MAssets / participant: $70.5KLocation: Lansdale, PALatest: 2023
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• planRex Companies 401(K) And Profit Sharing PlanFinancial statement2023 filing
  $19.1Mreported assets (EOY)
  Sponsor: Rex Heat Treat - Lansdale, Inc.EIN: 23-2113181Plan: 002Participants: 66Assets: $19,057,865Net assets: $19.1MAssets / participant: $288.8KLocation: Lansdale, PALatest: 2023
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• planJohn Evans' Sons, Incorporated Profit Sharing And Retirement Saving PlanFinancial statement2023 filing
  $12.5Mreported assets (EOY)
  Sponsor: John Evans' Sons, IncorporatedEIN: 88-1012146Plan: 001Participants: 85Assets: $12,506,659Net assets: $12.5MAssets / participant: $147.1KLocation: Lansdale, PALatest: 2023
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• planKeystone Technologies International, LLC 401k Profit Sharing PlanFinancial statementProvider compensation2023 filing
  $5.8Mreported assets (EOY)
  Sponsor: Keystone Technologies International, LLCEIN: 30-1010708Plan: 001Participants: 216Assets: $5,848,511Net assets: $5.8MAssets / participant: $27.1KLocation: Lansdale, PALatest: 2023
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• planVygon Corporation 401(K) PlanFinancial statementProvider compensation2023 filing
  $5.8Mreported assets (EOY)
  Sponsor: Vygon CorporationEIN: 23-2164672Plan: 002Participants: 122Assets: $5,800,984Net assets: $5.8MAssets / participant: $47.5KLocation: Lansdale, PALatest: 2023
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• planBenetrends, Inc. Profit Sharing Plan And TrustFinancial statementProvider compensation2023 filing
  $5.2Mreported assets (EOY)
  Sponsor: Benetrends, Inc.EIN: 35-2519056Plan: 002Participants: 128Assets: $5,229,306Net assets: $5.2MAssets / participant: $40.9KLocation: Lansdale, PALatest: 2023
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• planKoehler'S, Inc. 401(K) And Profit Sharing PlanFinancial statement2023 filing
  $5.1Mreported assets (EOY)
  Sponsor: Koehler'S, Inc.EIN: 23-1290060Plan: 002Participants: 13Assets: $5,133,347Net assets: $5.1MAssets / participant: $394.9KLocation: Lansdale, PALatest: 2023
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