Search public Form 5500 filings

Plans

• planHinkle Shanor Llp Salary Savings Plan And TrustFinancial statement2023 filing
  $40.4Mreported assets (EOY)
  Sponsor: Hinkle Shanor LlpEIN: 85-0209352Plan: 002Participants: 104Assets: $40,353,858Net assets: $40.4MAssets / participant: $388KLocation: Roswell, NMLatest: 2023
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• planCommerce Bancshares Of Roswell, Inc. Employee Stock Ownership PlanFinancial statement2023 filing
  $19Mreported assets (EOY)
  Sponsor: Commerce Bancshares Of Roswell, IncEIN: 74-2374017Plan: 001Participants: 24Assets: $18,971,857Net assets: $19MAssets / participant: $790.5KLocation: Roswell, NMLatest: 2023
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• planThe Krumland Co., LLC 401(K) PlanFinancial statementProvider compensation2023 filing
  $10Mreported assets (EOY)
  Sponsor: The Krumland Company, LLCEIN: 74-2845358Plan: 001Participants: 292Assets: $10,039,823Net assets: $10MAssets / participant: $34.4KLocation: Roswell, NMLatest: 2023
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• planPioneer Bank Employee Stock Ownership PlanFinancial statement2023 filing
  $8.8Mreported assets (EOY)
  Sponsor: Pioneer BankEIN: 85-0065555Plan: 005Participants: 184Assets: $8,826,087Net assets: $8.3MAssets / participant: $48KLocation: Roswell, NMLatest: 2023
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• planRetirement Plan For Employees Of Holsum IncorporatedFinancial statement2023 filing
  $7.1Mreported assets (EOY)
  Sponsor: Holsum IncorporatedEIN: 85-0164944Plan: 001Participants: 142Assets: $7,076,239Net assets: $7.1MAssets / participant: $49.8KLocation: Roswell, NMLatest: 2023
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• planKymera Independent Physicians 401(K) PlanFinancial statementProvider compensation2023 filing
  $6.9Mreported assets (EOY)
  Sponsor: Masoud Khorsand-Sahbaie, Md Pa Dba Kymera Independent PhysiciansEIN: 90-0615053Plan: 001Participants: 218Assets: $6,902,789Net assets: $6.9MAssets / participant: $31.7KLocation: Roswell, NMLatest: 2023
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• planMbf Inspection Services, Inc. 401(K) PlanFinancial statementProvider compensation2023 filing
  $6.5Mreported assets (EOY)
  Sponsor: Mbf Inspection Services, IncEIN: 20-3125709Plan: 001Participants: 211Assets: $6,536,166Net assets: $6.5MAssets / participant: $31KLocation: Roswell, NMLatest: 2023
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• planPioneer Bank 401(K) PlanFinancial statementProvider compensation2023 filing
  $6Mreported assets (EOY)
  Sponsor: Pioneer BankEIN: 85-0065555Plan: 004Participants: 271Assets: $5,982,860Net assets: $6MAssets / participant: $22.1KLocation: Roswell, NMLatest: 2023
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