Search public Form 5500 filings

Plans

• planSubzero Constructors, Inc. Employee Stock Ownership PlanFinancial statement2023 filing
  $53.4Mreported assets (EOY)
  Sponsor: Subzero Constructors, Inc.EIN: 33-0780874Plan: 002Participants: 185Assets: $53,420,923Net assets: $52.2MAssets / participant: $288.8KLocation: Rancho Santa Margarita, CALatest: 2023
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• planPadi Savings And Investment PlanFinancial statementProvider compensation2023 filing
  $36.3Mreported assets (EOY)
  Sponsor: Capital Investments & Ventures CorpEIN: 95-2964410Plan: 001Participants: 266Assets: $36,266,251Net assets: $36.3MAssets / participant: $136.3KLocation: Rancho Santa Margarita, CALatest: 2023
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• planVirtium, LLC Profit Sharing 401(K) PlanFinancial statementProvider compensation2023 filing
  $13.9Mreported assets (EOY)
  Sponsor: Virtium, LLCEIN: 47-4598946Plan: 002Participants: 172Assets: $13,938,020Net assets: $13.9MAssets / participant: $81KLocation: Rancho Santa Margarita, CALatest: 2023
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• planSanta Margarita Ford 401(K) Profit Sharing PlanFinancial statementProvider compensation2023 filing
  $11.8Mreported assets (EOY)
  Sponsor: Santa Margarita FordEIN: 95-4019104Plan: 001Participants: 190Assets: $11,769,977Net assets: $11.8MAssets / participant: $61.9KLocation: Rancho Santa Margarita, CALatest: 2023
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• planPark West 401(K) Employee Retirement PlanFinancial statementProvider compensation2023 filing
  $11.3Mreported assets (EOY)
  Sponsor: Park West Landscape, Inc.EIN: 95-3814677Plan: 002Participants: 1,580Assets: $11,308,865Net assets: $11.3MAssets / participant: $7.2KLocation: Rancho Santa Margarita, CALatest: 2023
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• planThe Gmu Geotechnical, Inc. Retirement Savings PlansFinancial statement2023 filing
  $11.1Mreported assets (EOY)
  Sponsor: Gmu Geotechnical, Inc.EIN: 33-0359134Plan: 001Participants: 52Assets: $11,085,253Net assets: $11.1MAssets / participant: $213.2KLocation: Rancho Santa Margarita, CALatest: 2023
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• planAdvanced Filtration Concepts, Inc. Defined Benefit Pension PlanFinancial statement2023 filing
  $6.4Mreported assets (EOY)
  Sponsor: Advanced Filtration Concepts, Inc.EIN: 95-4765797Plan: 002Participants: 12Assets: $6,352,257Net assets: $6.4MAssets / participant: $529.4KLocation: Rancho Santa Margarita, CALatest: 2023
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• planO'Connell Landscape Maintenance, Inc 401(K) PlanFinancial statementProvider compensation2023 filing
  $3.1Mreported assets (EOY)
  Sponsor: O'Connell Landscape Maintenance, Inc.EIN: 95-3141443Plan: 002Participants: 632Assets: $3,126,012Net assets: $3.1MAssets / participant: $4.9KLocation: Rancho Santa Margarita, CALatest: 2023
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