Search public Form 5500 filings

Plans

• planCurtis Instruments, Inc. 401(K) Retirement PlanFinancial statementProvider compensation2023 filing
  $92.4Mreported assets (EOY)
  Sponsor: Curtis Instruments, Inc.EIN: 13-1933394Plan: 001Participants: 304Assets: $92,350,155Net assets: $92.4MAssets / participant: $303.8KLocation: Mount Kisco, NYLatest: 2023
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• planKohlberg & Co. LLC Employee Savings And Profit Sharing PlanFinancial statement2023 filing
  $53.3Mreported assets (EOY)
  Sponsor: Kohlberg & Co., LLCEIN: 13-3850539Plan: 001Participants: 107Assets: $53,271,338Net assets: $53.3MAssets / participant: $497.9KLocation: Mount Kisco, NYLatest: 2023
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• planRichmond Children'S Center, Inc. 403(B) PlanFinancial statementProvider compensation2023 filing
  $17.8Mreported assets (EOY)
  Sponsor: Richmond Childrens Center, Inc. Dba Richmond Community ServicesEIN: 13-2736761Plan: 004Participants: 867Assets: $17,765,812Net assets: $17.8MAssets / participant: $20.5KLocation: Mount Kisco, NYLatest: 2023
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• planCurtis Instruments (Puerto Rico), Inc. 401(K) Retirement PlanFinancial statementProvider compensation2023 filing
  $15.8Mreported assets (EOY)
  Sponsor: Curtis Instruments, Inc.EIN: 13-1933394Plan: 002Participants: 356Assets: $15,773,453Net assets: $15.8MAssets / participant: $44.3KLocation: Mount Kisco, NYLatest: 2023
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• planThe Premier Collection, LLC 401(K) PlanFinancial statementProvider compensation2023 filing
  $9.9Mreported assets (EOY)
  Sponsor: The Premier Collection, LLCEIN: 13-4134629Plan: 001Participants: 263Assets: $9,916,796Net assets: $9.9MAssets / participant: $37.7KLocation: Mount Kisco, NYLatest: 2023
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• planTennis Equities, Inc. Employee Savings PlanFinancial statement2023 filing
  $7.4Mreported assets (EOY)
  Sponsor: Tennis Equities, Inc. Dba Sawmill ClubEIN: 13-2704066Plan: 001Participants: 98Assets: $7,421,987Net assets: $7.4MAssets / participant: $75.7KLocation: Mount Kisco, NYLatest: 2023
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• planBakers Union Local 37 Health & Welfare FundFinancial statementProvider compensation2023 filing
  $7Mreported assets (EOY)
  Sponsor: Board Of Trustees, Bakers Union Local 37 Health &EIN: 95-6048924Plan: 501Participants: 693Assets: $6,978,944Net assets: $6.6MAssets / participant: $10.1KLocation: Mount Kisco, NYLatest: 2023
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• planEastwood Aquatics Inc. 401k Profit Sharing PlanFinancial statement2023 filing
  $549.2Kreported assets (EOY)
  Sponsor: Eastwood Aquatics Inc.EIN: 92-0356456Plan: 001Participants: 0Assets: $549,205Net assets: $549.2KLocation: Mount Kisco, NYLatest: 2023
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