Search public Form 5500 filings

Plans

• planDoerfer Corporation 401(K) Profit Sharing Plan & TrustFinancial statementProvider compensation2023 filing
  $36.1Mreported assets (EOY)
  Sponsor: Doerfer CorporationEIN: 91-2193380Plan: 002Participants: 453Assets: $36,133,214Net assets: $36.1MAssets / participant: $79.8KLocation: Waverly, IALatest: 2023
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• planFirst Of Waverly Employee Stock Ownership And Savings Plan & Trust AgreementFinancial statement2023 filing
  $18Mreported assets (EOY)
  Sponsor: First Of Waverly CorporationEIN: 42-1174109Plan: 001Participants: 114Assets: $17,996,610Net assets: $18MAssets / participant: $157.9KLocation: Waverly, IALatest: 2023
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• planUnited Equipment Accessories, Inc. Profit Sharing PlanFinancial statementProvider compensation2023 filing
  $13.3Mreported assets (EOY)
  Sponsor: United Equipment Accessories, Inc.EIN: 42-0725896Plan: 001Participants: 184Assets: $13,334,376Net assets: $13.3MAssets / participant: $72.5KLocation: Waverly, IALatest: 2023
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• planGmt Corporation 401(K) Profit Sharing PlanFinancial statementProvider compensation2023 filing
  $12.6Mreported assets (EOY)
  Sponsor: Gmt LLCEIN: 42-1033414Plan: 001Participants: 362Assets: $12,550,813Net assets: $12.6MAssets / participant: $34.7KLocation: Waverly, IALatest: 2023
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• planBartels Lutheran Home Retirement Community 401(K) PlanFinancial statementProvider compensation2023 filing
  $4.6Mreported assets (EOY)
  Sponsor: Bartels Lutheran Home Corporation Dba Bartels Lutheran Retirement CommEIN: 42-0752685Plan: 002Participants: 203Assets: $4,577,641Net assets: $4.6MAssets / participant: $22.5KLocation: Waverly, IALatest: 2023
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• planBoveia Law Office Profit Sharing PlanFinancial statement2023 filing
  $3.2Mreported assets (EOY)
  Sponsor: Gary J BoveiaEIN: 42-1045108Plan: 002Participants: 7Assets: $3,169,414Net assets: $3.2MAssets / participant: $452.8KLocation: Waverly, IALatest: 2023
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• planBarber Ventures, Inc. 401(K) PlanFinancial statement2023 filing
  $1.1Mreported assets (EOY)
  Sponsor: Barber Ventures, Inc.EIN: 84-3431134Plan: 001Participants: 9Assets: $1,062,331Net assets: $1.2MAssets / participant: $118KLocation: Waverly, IALatest: 2023
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• planThe James V Trask Pension PlanFinancial statement2023 filing
  $245.2Kreported assets (EOY)
  Sponsor: James V TraskEIN: 42-1424148Plan: 001Participants: 1Assets: $245,191Net assets: $245.2KAssets / participant: $245.2KLocation: Waverly, IALatest: 2023
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