Search public Form 5500 filings

Plans

• planO'Reilly Media, Inc. 401(K) PlanFinancial statementProvider compensation2023 filing
  $74.1Mreported assets (EOY)
  Sponsor: O'Reilly Media, Inc.EIN: 04-2789763Plan: 001Participants: 612Assets: $74,051,727Net assets: $74.1MAssets / participant: $121KLocation: Sebastopol, CALatest: 2023
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• planWest County Health Centers Inc. 403b PlanFinancial statementProvider compensation2023 filing
  $8.5Mreported assets (EOY)
  Sponsor: West County Health Centers Inc.EIN: 23-7310613Plan: 001Participants: 239Assets: $8,510,407Net assets: $8.5MAssets / participant: $35.6KLocation: Sebastopol, CALatest: 2023
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• planWillow Creek Wealth Management, Inc. 401(K) Profit Sharing PlanFinancial statement2023 filing
  $8Mreported assets (EOY)
  Sponsor: Willow Creek Wealth Management, Inc.EIN: 68-0431551Plan: 001Participants: 21Assets: $8,000,277Net assets: $8MAssets / participant: $381KLocation: Sebastopol, CALatest: 2023
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• planPaul Hobbs Winery, Lp 401(K) Safe Harbor PlanFinancial statementProvider compensation2023 filing
  $6.7Mreported assets (EOY)
  Sponsor: Paul Hobbs Winery, LpEIN: 68-0251767Plan: 001Participants: 124Assets: $6,728,577Net assets: $6.7MAssets / participant: $54.3KLocation: Sebastopol, CALatest: 2023
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• planAnn Chapnick Harris Profit Sharing PlanFinancial statement2023 filing
  $2.1Mreported assets (EOY)
  Sponsor: Ann Chapnick HarrisEIN: 68-0077567Plan: 002Participants: 3Assets: $2,113,986Net assets: $2.1MAssets / participant: $704.7KLocation: Sebastopol, CALatest: 2023
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• planRobert S. Oliver, D. D. S., Inc. 401(K) Profit Sharing PlanFinancial statement2023 filing
  $1.9Mreported assets (EOY)
  Sponsor: Robert S. Oliver, D.D.S., Inc.EIN: 81-0968543Plan: 001Participants: 11Assets: $1,897,047Net assets: $1.9MAssets / participant: $172.5KLocation: Sebastopol, CALatest: 2023
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• planGhansen Investments Retirement PlanFinancial statement2023 filing
  $1.4Mreported assets (EOY)
  Sponsor: Ghansen InvestmentsEIN: 87-3106014Plan: 001Participants: 1Assets: $1,431,720Net assets: $1.4MAssets / participant: $1.4MLocation: Sebastopol, CALatest: 2023
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• planEdc/Savegas 401k PlanFinancial statement2023 filing
  $979.7Kreported assets (EOY)
  Sponsor: Edc Technologies, Inc.EIN: 77-0140001Plan: 002Participants: 20Assets: $979,659Net assets: $979.7KAssets / participant: $49KLocation: Sebastopol, CALatest: 2023
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