Search public Form 5500 filings

Plans

• planGoulston & Storrs 401(K) Profit Sharing Plan And TrustFinancial statementProvider compensation2023 filing
  $371.1Mreported assets (EOY)
  Sponsor: Goulston & Storrs PcEIN: 04-2738098Plan: 002Participants: 465Assets: $371,115,575Location: Boston, MALatest: 2023
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• planGoulston & Storrs Cash Balance Plan For DirectorsFinancial statementProvider compensation2023 filing
  $72.2Mreported assets (EOY)
  Sponsor: Goulston & Storrs PcEIN: 04-2738098Plan: 007Participants: 154Assets: $72,185,922Location: Boston, MALatest: 2023
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• planGoulston & Storrs Associates' 401(K) Profit Sharing Plan And TrustFinancial statementProvider compensation2023 filing
  $20.8Mreported assets (EOY)
  Sponsor: Goulston & Storrs PcEIN: 04-2738098Plan: 006Participants: 160Assets: $20,758,798Location: Boston, MALatest: 2023
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• planGoulston & Storrs Pc Employee Welfare Benefit Plan2023 filing
  Sponsor: Goulston & Storrs PcEIN: 04-2738098Plan: 502Participants: 407Assets: not reported in the loaded datasetLocation: Boston, MALatest: 2023
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