Search public Form 5500 filings

Plans

• planMedford Leas 401(K) PlanFinancial statementProvider compensation2023 filing
  $20.5Mreported assets (EOY)
  Sponsor: The Estaugh T/A Medford LeasEIN: 21-0633410Plan: 001Participants: 438Assets: $20,509,238Net assets: $20.5MAssets / participant: $46.8KLocation: Medford, NJLatest: 2023
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• planHaztek, Inc. 401(K) P/S PlanFinancial statementProvider compensation2023 filing
  $11.4Mreported assets (EOY)
  Sponsor: Haztek, LLCEIN: 22-3495303Plan: 001Participants: 345Assets: $11,410,112Net assets: $11.4MAssets / participant: $33.1KLocation: Medford, NJLatest: 2023
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• planJ.S. Braddock Agency Employee Stock Ownership PlanFinancial statement2023 filing
  $7.2Mreported assets (EOY)
  Sponsor: J.S. Braddock AgencyEIN: 22-1897065Plan: 002Participants: 51Assets: $7,184,618Net assets: $7.2MAssets / participant: $140.9KLocation: Medford, NJLatest: 2023
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• planPatchplus Consulting, Inc. Employee Stock Ownership PlanFinancial statement2023 filing
  $6.5Mreported assets (EOY)
  Sponsor: Patchplus Consulting, Inc.EIN: 05-0523991Plan: 002Participants: 112Assets: $6,453,710Net assets: $5.9MAssets / participant: $57.6KLocation: Medford, NJLatest: 2023
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• planJiba D, Corp. Profit Sharing PlanFinancial statement2023 filing
  $991Kreported assets (EOY)
  Sponsor: Jiba D, Corp.EIN: 45-1060960Plan: 001Participants: 6Assets: $990,999Net assets: $991KAssets / participant: $165.2KLocation: Medford, NJLatest: 2023
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• planHaztek, Inc. Health And Wellness PlanFinancial statementProvider compensation2023 filing
  $967.5Kreported assets (EOY)
  Sponsor: Haztek, Inc.EIN: 22-3495303Plan: 504Participants: 164Assets: $967,549Net assets: $663.2KAssets / participant: $5.9KLocation: Medford, NJLatest: 2023
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• planDunleavy Financial Management, Inc. Retirement PlanFinancial statement2023 filing
  $851Kreported assets (EOY)
  Sponsor: Dunleavy Financial Management, Inc.EIN: 46-3370861Plan: 001Participants: 11Assets: $851,004Net assets: $851KAssets / participant: $77.4KLocation: Medford, NJLatest: 2023
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• planSouth Jersey Oral And Maxillofacial Surgeons LLC Psp And TrustFinancial statement2023 filing
  $740.7Kreported assets (EOY)
  Sponsor: South Jersey Oral & Maxillofacial Surgeons LLC Psp And TrustEIN: 22-3634135Plan: 003Participants: 3Assets: $740,673Net assets: $740.7KAssets / participant: $246.9KLocation: Medford, NJLatest: 2023
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