Search public Form 5500 filings

Plans

• planMission Internal Medical Group Amended Profit Sharing 401(K) PlanFinancial statementProvider compensation2023 filing
  $115.2Mreported assets (EOY)
  Sponsor: Mission Internal Medical Group, IncEIN: 95-2794408Plan: 002Participants: 182Assets: $115,172,947Net assets: $115.2MAssets / participant: $632.8KLocation: Mission Viejo, CALatest: 2023
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• planKp3 Endeavors, Inc. Employee Stock Ownership PlanFinancial statement2023 filing
  $42.4Mreported assets (EOY)
  Sponsor: Kp3 Endeavors, Inc.EIN: 81-5049934Plan: 001Participants: 52Assets: $42,406,555Net assets: $38.5MAssets / participant: $815.5KLocation: Mission Viejo, CALatest: 2023
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• planNational Underground Group 401(K) Savings PlanFinancial statementProvider compensation2023 filing
  $34.5Mreported assets (EOY)
  Sponsor: National Underground Group, Inc.EIN: 47-4061642Plan: 001Participants: 1,220Assets: $34,504,712Net assets: $34.5MAssets / participant: $28.3KLocation: Mission Viejo, CALatest: 2023
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• planNorth American Client Services, Inc. 401(K) PlanFinancial statementProvider compensation2023 filing
  $28.5Mreported assets (EOY)
  Sponsor: North American Client Services, Inc.EIN: 88-0252963Plan: 001Participants: 4,291Assets: $28,543,808Net assets: $28.5MAssets / participant: $6.7KLocation: Mission Viejo, CALatest: 2023
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• planCharles Abbott Associates, Inc. 401(K) Profit Sharing PlanFinancial statementProvider compensation2023 filing
  $24.2Mreported assets (EOY)
  Sponsor: Charles Abbott Associates, Inc.EIN: 33-0053899Plan: 001Participants: 260Assets: $24,236,536Net assets: $24.2MAssets / participant: $93.2KLocation: Mission Viejo, CALatest: 2023
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• planCanus Corporation 401(K) Profit Sharing PlanFinancial statementProvider compensation2023 filing
  $17.5Mreported assets (EOY)
  Sponsor: Canus CorporationEIN: 33-0996801Plan: 001Participants: 672Assets: $17,451,008Net assets: $17.5MAssets / participant: $26KLocation: Mission Viejo, CALatest: 2023
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• planIntellisurvey 401(K) PlanFinancial statementProvider compensation2023 filing
  $14.7Mreported assets (EOY)
  Sponsor: Intellisurvey, Inc.EIN: 33-0973672Plan: 001Participants: 142Assets: $14,730,642Net assets: $14.7MAssets / participant: $103.7KLocation: Mission Viejo, CALatest: 2023
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• planHead & Neck Associates Of Orange County 401(K) PlanFinancial statementProvider compensation2023 filing
  $12.5Mreported assets (EOY)
  Sponsor: Head And Neck Associates Of Orange County, Inc.EIN: 95-3856252Plan: 003Participants: 125Assets: $12,511,994Net assets: $12.5MAssets / participant: $100.1KLocation: Mission Viejo, CALatest: 2023
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