Search public Form 5500 filings

Plans

• planThe Weiss Company, Inc. Profit Sharing PlanFinancial statement2023 filing
  $18.5Mreported assets (EOY)
  Sponsor: The Weiss Company, Inc.EIN: 94-2439266Plan: 002Participants: 2Assets: $18,505,047Net assets: $18.5MAssets / participant: $9.3MLocation: Tiburon, CALatest: 2023
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• planCharlene R. Chan, D.D.S., Inc Profit Sharing Plan Of The Fidelity Retirement PlanFinancial statement2023 filing
  $12.1Mreported assets (EOY)
  Sponsor: Charlene R. Chan, D.D.S, IncEIN: 95-2652380Plan: 004Participants: 5Assets: $12,078,140Net assets: $12.1MAssets / participant: $2.4MLocation: Tiburon, CALatest: 2023
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• planRiviera Partners 401(K) PlanFinancial statementProvider compensation2023 filing
  $11.2Mreported assets (EOY)
  Sponsor: Riviera PartnersEIN: 95-4878446Plan: 001Participants: 184Assets: $11,230,029Net assets: $11.2MAssets / participant: $61KLocation: Tiburon, CALatest: 2023
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• planKevin W. Louie, Md, Inc. Profit Sharing PlanFinancial statement2023 filing
  $4.3Mreported assets (EOY)
  Sponsor: Kevin W. Louie, Md, A Professional CorporationEIN: 94-3342352Plan: 001Participants: 4Assets: $4,327,860Net assets: $4.3MAssets / participant: $1.1MLocation: Tiburon, CALatest: 2023
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• planCalifornia Sustainable Fitness Inc. Retirement PlanFinancial statement2023 filing
  $612.4Kreported assets (EOY)
  Sponsor: California Sustainable Fitness Inc.EIN: 92-0673653Plan: 001Participants: 1Assets: $612,352Net assets: $612.4KAssets / participant: $612.4KLocation: Tiburon, CALatest: 2023
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• planShahriar Safavi, M. D. , P. A. Employee'S Profit Sharing Plan & TrustFinancial statement2023 filing
  $348.2Kreported assets (EOY)
  Sponsor: Shahriar Safavi, M.D.M P.A.EIN: 75-1682188Plan: 001Participants: 3Assets: $348,177Net assets: $348.2KAssets / participant: $116.1KLocation: Tiburon, CALatest: 2023
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• plan325 Rowland Blvd LLC Profit Sharing PlanFinancial statement2023 filing
  $78.5Kreported assets (EOY)
  Sponsor: 325 Rowland Blvd LLCEIN: 91-2145029Plan: 001Participants: 1Assets: $78,470Net assets: $78.5KAssets / participant: $78.5KLocation: Tiburon, CALatest: 2023
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• planBurkland Associates2023 filing
  Sponsor: Burkland Associates, LLCEIN: 27-3835270Plan: 501Participants: 122Assets: not reported in the loaded datasetLocation: Tiburon, CALatest: 2023
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