Search public Form 5500 filings

Plans

• planNorth American Family Institute, Inc. 403(B) PlanFinancial statementProvider compensation2023 filing
  $26.5Mreported assets (EOY)
  Sponsor: North American Family Institute, Inc.EIN: 04-2921507Plan: 002Participants: 1,565Assets: $26,477,034Net assets: $26.5MAssets / participant: $16.9KLocation: Stoneham, MALatest: 2023
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• planStoneham Motors Co., Inc. Retirement PlanFinancial statementProvider compensation2023 filing
  $19.4Mreported assets (EOY)
  Sponsor: Stoneham Motors Co., Inc.EIN: 04-2532202Plan: 001Participants: 213Assets: $19,442,401Net assets: $19.4MAssets / participant: $91.3KLocation: Stoneham, MALatest: 2023
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• planTheory Wellness, Inc. Employee Stock Ownership PlanFinancial statement2023 filing
  $16.4Mreported assets (EOY)
  Sponsor: Theory Wellness Inc.EIN: 47-5615911Plan: 002Participants: 260Assets: $16,390,275Net assets: -$61.2MAssets / participant: $63KLocation: Stoneham, MALatest: 2023
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• planOrthopedic Surgery, Inc. 401(K) Profit Sharing PlanFinancial statementProvider compensation2023 filing
  $9.2Mreported assets (EOY)
  Sponsor: Orthopedic Surgery, Inc. Dba Agility OrthopedicsEIN: 04-2455168Plan: 001Participants: 141Assets: $9,197,972Net assets: $9.2MAssets / participant: $65.2KLocation: Stoneham, MALatest: 2023
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• planBear Hill Healthcare 401(K) Profit Sharing PlanFinancial statementProvider compensation2023 filing
  $4Mreported assets (EOY)
  Sponsor: Bear Hill Healthcare LLCEIN: 84-3052445Plan: 001Participants: 154Assets: $3,991,031Net assets: $4MAssets / participant: $25.9KLocation: Stoneham, MALatest: 2023
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• planAdvanced Dental Technologies I 401(K) Profit Sharing Plan & TrustFinancial statement2023 filing
  $1.5Mreported assets (EOY)
  Sponsor: Advanced Dental Technologies IEIN: 04-3148543Plan: 001Participants: 37Assets: $1,510,827Net assets: $1.5MAssets / participant: $40.8KLocation: Stoneham, MALatest: 2023
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• planCommonwealth Pediatrics 401(K) Profit Sharing Plan And TrustFinancial statement2023 filing
  $1.3Mreported assets (EOY)
  Sponsor: Commonwealth Pediatrics, LLCEIN: 47-3458769Plan: 001Participants: 11Assets: $1,304,419Net assets: $1.3MAssets / participant: $118.6KLocation: Stoneham, MALatest: 2023
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• planNorth American Family Institute, Inc. Group Insurance / Cafeteria Plan2023 filing
  Sponsor: North American Family Institute IncEIN: 04-2921507Plan: 501Participants: 1,184Assets: not reported in the loaded datasetLocation: Stoneham, MALatest: 2023
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