Search public Form 5500 filings

Plans

• planTenafly Pediatrics, P.A. 401(K) Profit Sharing PlanFinancial statementProvider compensation2023 filing
  $30.1Mreported assets (EOY)
  Sponsor: Tenafly Pediatrics, P.A.EIN: 22-2306448Plan: 002Participants: 122Assets: $30,090,615Net assets: $30.1MAssets / participant: $246.6KLocation: Tenafly, NJLatest: 2023
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• planJcc On The Palisades 403(B) Retirement PlanFinancial statementProvider compensation2023 filing
  $9.5Mreported assets (EOY)
  Sponsor: Kaplen Jewish Community Center On The PalisadesEIN: 22-1487220Plan: 001Participants: 186Assets: $9,467,591Net assets: $9.5MAssets / participant: $50.9KLocation: Tenafly, NJLatest: 2023
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• planMuus Asset Management 401(K) PlanFinancial statement2023 filing
  $3.9Mreported assets (EOY)
  Sponsor: Muus Asset Management Co. LLCEIN: 13-4001865Plan: 001Participants: 29Assets: $3,909,161Net assets: $3.9MAssets / participant: $134.8KLocation: Tenafly, NJLatest: 2023
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• planShadow Lake Associates, Inc. 401(K) Profit Sharing PlanFinancial statement2023 filing
  $1.9Mreported assets (EOY)
  Sponsor: Shadow Lake Associates, Inc.EIN: 20-0682171Plan: 001Participants: 13Assets: $1,855,559Net assets: $1.9MAssets / participant: $142.7KLocation: Tenafly, NJLatest: 2023
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• planBbh Holdings Inc. 401(K) PlanFinancial statement2023 filing
  $1.2Mreported assets (EOY)
  Sponsor: Bbh Holdings Inc.EIN: 84-3854748Plan: 001Participants: 3Assets: $1,187,384Net assets: $1.2MAssets / participant: $395.8KLocation: Tenafly, NJLatest: 2023
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• planAllied Trust FundFinancial statement2023 filing
  $630.3Kreported assets (EOY)
  Sponsor: Allied Trust FundEIN: 22-6063410Plan: 501Participants: 11Assets: $630,255Net assets: $612.9KAssets / participant: $57.3KLocation: Tenafly, NJLatest: 2023
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• planProfit Sharing Plan Fbo George T. Brown, Jr.Financial statement2023 filing
  $67.8Kreported assets (EOY)
  Sponsor: George T Brown Jr CpaEIN: 22-2906263Plan: 001Participants: 2Assets: $67,795Net assets: $67.8KAssets / participant: $33.9KLocation: Tenafly, NJLatest: 2023
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