Search public Form 5500 filings

Plans

• planFinancial Statement Services, Inc. Employee Stock Ownership Plan And TrustFinancial statement2023 filing
  $18.2Mreported assets (EOY)
  Sponsor: Financial Statement Services, Inc.EIN: 33-0032400Plan: 002Participants: 216Assets: $18,193,066Net assets: $9.4MAssets / participant: $84.2KLocation: Santa Ana, CALatest: 2023
  View financial statement →
• planFinancial Statement Services, Inc. Retirement Savings PlanFinancial statementProvider compensation2023 filing
  $15.9Mreported assets (EOY)
  Sponsor: Financial Statement Services, Inc.EIN: 33-0032400Plan: 001Participants: 239Assets: $15,943,675Net assets: $15.9MAssets / participant: $66.7KLocation: Santa Ana, CALatest: 2023
  View financial statement →
• planFinancial Statement Services Welfare Benefits Plan2023 filing
  Sponsor: Financial Statement Services, Inc.EIN: 33-0032400Plan: 502Participants: 207Assets: not reported in the loaded datasetLocation: Santa Ana, CALatest: 2023
  View plan profile →