Search public Form 5500 filings

Plans

• planNugent & Haeussler Pc Profit Sharing PlanFinancial statement2023 filing
  $20.6Mreported assets (EOY)
  Sponsor: Nugent & Haeussler PcEIN: 14-1567370Plan: 001Participants: 40Assets: $20,629,766Net assets: $20.6MAssets / participant: $515.7KLocation: Montgomery, NYLatest: 2023
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• planWalden Savings Bank 401(K) PlanFinancial statementProvider compensation2023 filing
  $15.7Mreported assets (EOY)
  Sponsor: Walden Savings BankEIN: 14-1155630Plan: 002Participants: 175Assets: $15,726,120Net assets: $15.7MAssets / participant: $89.9KLocation: Montgomery, NYLatest: 2023
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• planAmerican Shoring, Inc. 401(K) Profit Sharing Plan And TrustFinancial statement2023 filing
  $2.4Mreported assets (EOY)
  Sponsor: American Shoring, Inc.EIN: 14-1790413Plan: 001Participants: 30Assets: $2,436,860Net assets: $2.4MAssets / participant: $81.2KLocation: Montgomery, NYLatest: 2023
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• planScm Consulting, Ltd 401(K) Profit Sharing Plan And TrustFinancial statement2023 filing
  $1.3Mreported assets (EOY)
  Sponsor: Scm Consulting, LtdEIN: 14-1805793Plan: 001Participants: 1Assets: $1,312,437Net assets: $1.3MAssets / participant: $1.3MLocation: Montgomery, NYLatest: 2023
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• planCurasi Realty 401(K) Profit Sharing PlanFinancial statement2023 filing
  $1.1Mreported assets (EOY)
  Sponsor: Curasi Realty, Inc. CurasiEIN: 37-1445456Plan: 001Participants: 12Assets: $1,139,181Net assets: $1.1MAssets / participant: $94.9KLocation: Montgomery, NYLatest: 2023
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• planAnderson Design 401(K) Profit Sharing PlanFinancial statement2023 filing
  $923.8Kreported assets (EOY)
  Sponsor: Jason T. Anderson Architect, P.C. AndersonEIN: 47-3784587Plan: 001Participants: 14Assets: $923,795Net assets: $923.8KAssets / participant: $66KLocation: Montgomery, NYLatest: 2023
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• planParity-Whats, Inc. 401(K) PlanFinancial statement2023 filing
  $602.4Kreported assets (EOY)
  Sponsor: Parity-Whats, Inc.EIN: 26-0165075Plan: 001Participants: 3Assets: $602,384Net assets: $602.4KAssets / participant: $200.8KLocation: Montgomery, NYLatest: 2023
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• planMontgomery Hospitality, Inc. 401(K) Profit Sharing Plan And TrustFinancial statement2023 filing
  $165.8Kreported assets (EOY)
  Sponsor: Montgomery Hospitality, Inc. DevittEIN: 27-4805939Plan: 001Participants: 6Assets: $165,776Net assets: $165.8KAssets / participant: $27.6KLocation: Montgomery, NYLatest: 2023
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