Search public Form 5500 filings

Plans

• planToa (Usa) 401(K) PlanFinancial statementProvider compensation2023 filing
  $21.6Mreported assets (EOY)
  Sponsor: Toa (Usa), LLCEIN: 35-2113095Plan: 001Participants: 778Assets: $21,613,523Net assets: $21.6MAssets / participant: $27.8KLocation: Mooresville, INLatest: 2023
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• planEt Works Retirement PlanFinancial statementProvider compensation2023 filing
  $8.1Mreported assets (EOY)
  Sponsor: Et Works, Inc. Equipment TechnologiesEIN: 20-3319298Plan: 001Participants: 161Assets: $8,146,748Net assets: $8.1MAssets / participant: $50.6KLocation: Mooresville, INLatest: 2023
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• planCitizens Bank Employees' Retirement Savings PlanFinancial statementProvider compensation2023 filing
  $7.7Mreported assets (EOY)
  Sponsor: Citizens BankEIN: 35-0227210Plan: 003Participants: 152Assets: $7,706,849Net assets: $7.7MAssets / participant: $50.7KLocation: Mooresville, INLatest: 2023
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• planHannah Business Coaching, Inc. 401k Profit Sharing PlanFinancial statement2023 filing
  $271Kreported assets (EOY)
  Sponsor: Hannah Business Coaching, Inc.EIN: 27-3216297Plan: 001Participants: 6Assets: $270,989Net assets: $271KAssets / participant: $45.2KLocation: Mooresville, INLatest: 2023
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• planCruzin Services, Inc. Profit Sharing PlanFinancial statement2023 filing
  $221.3Kreported assets (EOY)
  Sponsor: Cruzin Services, Inc.EIN: 27-5011101Plan: 001Participants: 3Assets: $221,325Net assets: $221.3KAssets / participant: $73.8KLocation: Mooresville, INLatest: 2023
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• planCitizens Bank Health And Welfare Plan2023 filing
  Sponsor: Citizens BankEIN: 35-0227210Plan: 502Participants: 133Assets: not reported in the loaded datasetLocation: Mooresville, INLatest: 2023
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• planEt Works, Inc. Equipment Technologies Health And Welfare Plan2023 filing
  Sponsor: Et Works, Inc. Equipment TechnologiesEIN: 20-3319298Plan: 501Participants: 235Assets: not reported in the loaded datasetLocation: Mooresville, INLatest: 2023
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