Search public Form 5500 filings

Plans

• planBryan Equipment Sales, Inc. Profit Sharing PlanFinancial statement2023 filing
  $27.5Mreported assets (EOY)
  Sponsor: Bryan Equipment Sales, Inc.EIN: 31-0532734Plan: 001Participants: 82Assets: $27,471,745Net assets: $27.5MAssets / participant: $335KLocation: Loveland, OHLatest: 2023
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• planCarespring Health Care Management Savings & Retirement PlanFinancial statementProvider compensation2023 filing
  $25.7Mreported assets (EOY)
  Sponsor: Carespring Health Care Management, LLCEIN: 01-0885621Plan: 001Participants: 1,894Assets: $25,665,494Net assets: $25.7MAssets / participant: $13.6KLocation: Loveland, OHLatest: 2023
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• planMccormick Equipment Company, Inc. Retirement PlanFinancial statementProvider compensation2023 filing
  $22.3Mreported assets (EOY)
  Sponsor: Mccormick Equipment Company, Inc.EIN: 31-0674071Plan: 002Participants: 210Assets: $22,285,130Net assets: $22.3MAssets / participant: $106.1KLocation: Loveland, OHLatest: 2023
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• planLife Enriching Communities 403b PlanFinancial statementProvider compensation2023 filing
  $20.1Mreported assets (EOY)
  Sponsor: Life Enriching CommunitiesEIN: 04-3660613Plan: 002Participants: 1,582Assets: $20,071,891Net assets: $20.1MAssets / participant: $12.7KLocation: Loveland, OHLatest: 2023
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• planCold Jet, LLC Retirement Savings 401(K) Profit Sharing PlanFinancial statement2023 filing
  $19.1Mreported assets (EOY)
  Sponsor: Cold Jet, LLCEIN: 20-0229498Plan: 001Participants: 184Assets: $19,110,765Net assets: $19.1MAssets / participant: $103.9KLocation: Loveland, OHLatest: 2023
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• planHealthsource Of Ohio Profit Sharing PlanFinancial statementProvider compensation2023 filing
  $16.3Mreported assets (EOY)
  Sponsor: Healthsource Of Ohio, Inc.EIN: 31-0884250Plan: 002Participants: 418Assets: $16,266,573Net assets: $16.3MAssets / participant: $38.9KLocation: Loveland, OHLatest: 2023
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• planMccluskey Chevrolet, Inc. 401(K) Profit Sharing PlanFinancial statementProvider compensation2023 filing
  $13.2Mreported assets (EOY)
  Sponsor: Mccluskey Chevrolet, Inc.EIN: 31-0340690Plan: 001Participants: 363Assets: $13,185,529Net assets: $13.2MAssets / participant: $36.3KLocation: Loveland, OHLatest: 2023
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• planMike'S Carwash 401(K) PlanFinancial statementProvider compensation2023 filing
  $10Mreported assets (EOY)
  Sponsor: Mike'S Carwash, Inc.EIN: 46-5572326Plan: 001Participants: 640Assets: $10,042,101Net assets: $10MAssets / participant: $15.7KLocation: Loveland, OHLatest: 2023
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