Search public Form 5500 filings

Plans

• planHamilton, Brook, Smith & Reynolds, P.C. 401(K) Profit Sharing PlanFinancial statementProvider compensation2023 filing
  $55Mreported assets (EOY)
  Sponsor: Hamilton, Brook, Smith & Reynolds, P.C.EIN: 04-3052260Plan: 001Participants: 136Assets: $55,004,995Net assets: $55MAssets / participant: $404.4KLocation: Lincoln, MALatest: 2023
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• planMassachusetts Audubon Society 403(B) Retirement Savings PlanFinancial statementProvider compensation2023 filing
  $51.7Mreported assets (EOY)
  Sponsor: Massachusetts Audubon Society, Inc.EIN: 04-2104702Plan: 002Participants: 989Assets: $51,719,497Net assets: $51.7MAssets / participant: $52.3KLocation: Lincoln, MALatest: 2023
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• planThe Carroll School Retirement PlanFinancial statementProvider compensation2023 filing
  $31.8Mreported assets (EOY)
  Sponsor: The Carroll SchoolEIN: 04-2145258Plan: 001Participants: 375Assets: $31,842,690Net assets: $31.8MAssets / participant: $84.9KLocation: Lincoln, MALatest: 2023
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• planSmith Duggan Buell & Rufo Llp 401(K) Profit Sharing PlanFinancial statement2023 filing
  $12.5Mreported assets (EOY)
  Sponsor: Smith Duggan Buell & Rufo LlpEIN: 04-3067315Plan: 001Participants: 45Assets: $12,455,538Net assets: $12.5MAssets / participant: $276.8KLocation: Lincoln, MALatest: 2023
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• planUsb Corporation Incentive Savings PlanFinancial statement2023 filing
  $8.8Mreported assets (EOY)
  Sponsor: Usb CorporationEIN: 04-2859171Plan: 005Participants: 30Assets: $8,849,426Net assets: $8.8MAssets / participant: $295KLocation: Lincoln, MALatest: 2023
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• planMassachusetts Audubon Society Welfare Plan2023 filing
  Sponsor: Massachusetts Audubon SocietyEIN: 04-2104702Plan: 501Participants: 319Assets: not reported in the loaded datasetLocation: Lincoln, MALatest: 2023
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• planCarroll School Welfare Plan2023 filing
  Sponsor: Carroll SchoolEIN: 04-2145258Plan: 510Participants: 210Assets: not reported in the loaded datasetLocation: Lincoln, MALatest: 2023
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