Search public Form 5500 filings

Plans

• planEnergy Systems Group, LLC 401(K) PlanFinancial statementProvider compensation2023 filing
  $56.5Mreported assets (EOY)
  Sponsor: Energy Systems Group, LLCEIN: 35-2017952Plan: 002Participants: 294Assets: $56,492,777Net assets: $56.5MAssets / participant: $192.2KLocation: Newburgh, INLatest: 2023
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• planWomen'S Health Care, P. C. Profit Sharing And 401(K) PlanFinancial statementProvider compensation2023 filing
  $21.5Mreported assets (EOY)
  Sponsor: Women'S Health Care, P.C.EIN: 35-1966296Plan: 001Participants: 154Assets: $21,533,778Net assets: $21.5MAssets / participant: $139.8KLocation: Newburgh, INLatest: 2023
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• planHeritage Federal Credit Union 401(K) PlanFinancial statementProvider compensation2023 filing
  $17.8Mreported assets (EOY)
  Sponsor: Heritage Federal Credit UnionEIN: 35-1155006Plan: 033Participants: 277Assets: $17,845,324Net assets: $17.8MAssets / participant: $64.4KLocation: Newburgh, INLatest: 2023
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• planKaiser Aluminum Warrick Pension PlanFinancial statementProvider compensation2023 filing
  $12.5Mreported assets (EOY)
  Sponsor: Kaiser Aluminum Warrick, LLCEIN: 81-2560915Plan: 002Participants: 780Assets: $12,547,249Net assets: $12.5MAssets / participant: $16.1KLocation: Newburgh, INLatest: 2023
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• planEvansville Christian School Retirement PlanFinancial statementProvider compensation2023 filing
  $3.6Mreported assets (EOY)
  Sponsor: Evansville Christian School, Inc.EIN: 31-0017078Plan: 001Participants: 182Assets: $3,575,314Net assets: $3.6MAssets / participant: $19.6KLocation: Newburgh, INLatest: 2023
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• planMorley And Associates, Inc. 401(K) Profit Sharing PlanFinancial statement2023 filing
  $3.1Mreported assets (EOY)
  Sponsor: Morley And Associates, Inc.EIN: 35-1383930Plan: 001Participants: 32Assets: $3,137,424Net assets: $3.1MAssets / participant: $98KLocation: Newburgh, INLatest: 2023
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• planFirst Advantage Realty, Inc. 401(K) PlanFinancial statement2023 filing
  $1.5Mreported assets (EOY)
  Sponsor: First Advantage Realty, Inc.EIN: 35-1953406Plan: 001Participants: 59Assets: $1,481,472Net assets: $1.5MAssets / participant: $25.1KLocation: Newburgh, INLatest: 2023
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• planG-Tek Enterprises Inc. 401(K) PlanFinancial statement2023 filing
  $671Kreported assets (EOY)
  Sponsor: G-Tek Enterprises Inc.EIN: 87-1381124Plan: 001Participants: 1Assets: $670,962Net assets: $671KAssets / participant: $671KLocation: Newburgh, INLatest: 2023
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