Search public Form 5500 filings

Plans

• planThe Taft School 403(B) Retirement PlanFinancial statementProvider compensation2023 filing
  $117.7Mreported assets (EOY)
  Sponsor: The Taft SchoolEIN: 06-0646921Plan: 001Participants: 639Assets: $117,685,230Net assets: $117.7MAssets / participant: $184.2KLocation: Watertown, CTLatest: 2023
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• planThe Siemon Company 401(K) Profit Sharing PlanFinancial statementProvider compensation2023 filing
  $72.2Mreported assets (EOY)
  Sponsor: The Siemon CompanyEIN: 06-0535180Plan: 003Participants: 374Assets: $72,231,202Net assets: $72.2MAssets / participant: $193.1KLocation: Watertown, CTLatest: 2023
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• planShelterlogic Corp. 401(K) PlanFinancial statementProvider compensation2023 filing
  $27.1Mreported assets (EOY)
  Sponsor: Shelterlogic Corp.EIN: 45-2872214Plan: 001Participants: 375Assets: $27,080,201Net assets: $27.1MAssets / participant: $72.2KLocation: Watertown, CTLatest: 2023
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• planBraxton Mfg Co., Inc. Savings & Retirement PlanFinancial statementProvider compensation2023 filing
  $25.2Mreported assets (EOY)
  Sponsor: Braxton Manufacturing Co., Inc.EIN: 06-0802403Plan: 001Participants: 227Assets: $25,192,667Net assets: $25.2MAssets / participant: $111KLocation: Watertown, CTLatest: 2023
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• planGlobal Steering Systems, LLC 401(K) PlanFinancial statementProvider compensation2023 filing
  $9.7Mreported assets (EOY)
  Sponsor: Global Steering Systems, LLCEIN: 80-0367626Plan: 001Participants: 362Assets: $9,703,035Net assets: $9.7MAssets / participant: $26.8KLocation: Watertown, CTLatest: 2023
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• planShaker Auto Group Inc 401(K) Profit Sharing PlanFinancial statementProvider compensation2023 filing
  $7.2Mreported assets (EOY)
  Sponsor: Shaker Auto Group Inc.EIN: 20-8277487Plan: 001Participants: 318Assets: $7,181,874Net assets: $7.2MAssets / participant: $22.6KLocation: Watertown, CTLatest: 2023
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• planHeritage Benefit Consultants, Inc. Retirement PlanFinancial statement2023 filing
  $742Kreported assets (EOY)
  Sponsor: Heritage Benefit Consultants, Inc.EIN: 06-0991349Plan: 001Participants: 6Assets: $742,006Net assets: $742KAssets / participant: $123.7KLocation: Watertown, CTLatest: 2023
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• planHeritage Benefit Consultants, Inc. Employee Stock Ownership PlanFinancial statement2023 filing
  $199.3Kreported assets (EOY)
  Sponsor: Heritage Benefit Consultants, Inc.EIN: 06-0991349Plan: 003Participants: 3Assets: $199,331Net assets: $174.5KAssets / participant: $66.4KLocation: Watertown, CTLatest: 2023
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