Search public Form 5500 filings

Plans

• planS.M. Lorusso & Sons, Inc. 401(K) PlanFinancial statementProvider compensation2023 filing
  $23.5Mreported assets (EOY)
  Sponsor: S.M. Lorusso & Sons, Inc.EIN: 04-2078853Plan: 001Participants: 158Assets: $23,483,957Net assets: $23.5MAssets / participant: $148.6KLocation: Walpole, MALatest: 2023
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• planThrasio 401(K) PlanFinancial statementProvider compensation2023 filing
  $21.8Mreported assets (EOY)
  Sponsor: Thrasio, LLCEIN: 82-5434692Plan: 001Participants: 1,267Assets: $21,792,181Net assets: $21.8MAssets / participant: $17.2KLocation: Walpole, MALatest: 2023
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• planSbera Pension Plan As Adopted By Walpole Co-Operative BankFinancial statement2023 filing
  $11.1Mreported assets (EOY)
  Sponsor: Walpole Co-Operative BankEIN: 04-1943030Plan: 002Participants: 49Assets: $11,116,400Net assets: $11.1MAssets / participant: $226.9KLocation: Walpole, MALatest: 2023
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• planLeague School Of Greater Boston, Inc. 403(B) PlanFinancial statementProvider compensation2023 filing
  $10.9Mreported assets (EOY)
  Sponsor: League School Of Greater Boston, IncEIN: 04-6139988Plan: 001Participants: 238Assets: $10,874,696Net assets: $10.9MAssets / participant: $45.7KLocation: Walpole, MALatest: 2023
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• planTufts Veterinary Emergency Treatment & Specialties 401(K) PlanFinancial statement2023 filing
  $9Mreported assets (EOY)
  Sponsor: Tufts Veterinary Emergency Treatment ServicesEIN: 04-3430674Plan: 001Participants: 131Assets: $9,018,243Net assets: $9MAssets / participant: $68.8KLocation: Walpole, MALatest: 2023
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• planConnollys 401(K) Retirement PlanFinancial statementProvider compensation2023 filing
  $5Mreported assets (EOY)
  Sponsor: Michael J. Connolly & Sons, Inc.EIN: 04-2268908Plan: 001Participants: 318Assets: $4,951,806Net assets: $5MAssets / participant: $15.6KLocation: Walpole, MALatest: 2023
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• planWalpole Area Visiting Nurse Association 403(B) Retirement PlanFinancial statementProvider compensation2023 filing
  $4.2Mreported assets (EOY)
  Sponsor: Walpole Area Visiting Nurse Association, Inc.EIN: 04-2104425Plan: 001Participants: 130Assets: $4,222,230Net assets: $4.2MAssets / participant: $32.5KLocation: Walpole, MALatest: 2023
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• planRob Barletta'S Hockey School, Inc. 401(K) PlanFinancial statement2023 filing
  $1.2Mreported assets (EOY)
  Sponsor: Rob Barletta'S Hockey School, Inc.EIN: 04-3449014Plan: 001Participants: 7Assets: $1,248,146Net assets: $1.2MAssets / participant: $178.3KLocation: Walpole, MALatest: 2023
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