Search public Form 5500 filings

Plans

• planMonterey Financial Services, LLC Profit Sharing Plan And TrustFinancial statement2023 filing
  $35.7Mreported assets (EOY)
  Sponsor: Monterey Financial Services, LLCEIN: 33-0369207Plan: 001Participants: 130Assets: $35,700,104Net assets: $35.7MAssets / participant: $274.6KLocation: Oceanside, CALatest: 2023
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• planCar Sound Exhaust System, Inc. 401(K) Profit Sharing PlanFinancial statementProvider compensation2023 filing
  $34Mreported assets (EOY)
  Sponsor: Car Sound Exhaust System, Inc.EIN: 95-3632494Plan: 003Participants: 667Assets: $33,994,902Net assets: $34MAssets / participant: $51KLocation: Oceanside, CALatest: 2023
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• planFrontwave Credit Union Retirement PlanFinancial statementProvider compensation2023 filing
  $27.7Mreported assets (EOY)
  Sponsor: Frontwave Credit UnionEIN: 95-1820763Plan: 002Participants: 411Assets: $27,676,925Net assets: $27.7MAssets / participant: $67.3KLocation: Oceanside, CALatest: 2023
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• planKellermeyer Bergensons Services Savings & Protection PlanFinancial statementProvider compensation2023 filing
  $20.8Mreported assets (EOY)
  Sponsor: Kellermeyer Bergensons Services, LLCEIN: 36-4431179Plan: 002Participants: 26,780Assets: $20,820,445Net assets: $20.8MAssets / participant: $777Location: Oceanside, CALatest: 2023
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• planAssociation Of Economic Collaboration And Growth Multiple Employer Retirement PlanFinancial statement2023 filing
  $11.9Mreported assets (EOY)
  Sponsor: Association Of Economic Collaboration And GrowthEIN: 83-3122688Plan: 001Participants: 2,130Assets: $11,930,931Net assets: $11.9MAssets / participant: $5.6KLocation: Oceanside, CALatest: 2023
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• planMonterey Financial Services, LLC 401(K) Plan And TrustFinancial statementProvider compensation2023 filing
  $10.4Mreported assets (EOY)
  Sponsor: Monterey Financial Services, LLCEIN: 33-0369207Plan: 003Participants: 110Assets: $10,410,688Net assets: $10.4MAssets / participant: $94.6KLocation: Oceanside, CALatest: 2023
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• planNanostone Water, Inc. 401(K) PlanFinancial statementProvider compensation2023 filing
  $7.4Mreported assets (EOY)
  Sponsor: Nanostone Water, Inc.EIN: 45-4463186Plan: 001Participants: 227Assets: $7,445,947Net assets: $7.4MAssets / participant: $32.8KLocation: Oceanside, CALatest: 2023
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• planSuja 401(K) PlanFinancial statementProvider compensation2023 filing
  $6.5Mreported assets (EOY)
  Sponsor: Suja Life, LLCEIN: 45-5169075Plan: 001Participants: 443Assets: $6,510,528Net assets: $6.5MAssets / participant: $14.7KLocation: Oceanside, CALatest: 2023
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