Search public Form 5500 filings

Plans

• planPeter Basso Associates, Inc. 401(K) And Profit Sharing PlanFinancial statementProvider compensation2023 filing
  $29.8Mreported assets (EOY)
  Sponsor: Peter Basso Associates, Inc.EIN: 38-2924399Plan: 001Participants: 138Assets: $29,822,466Net assets: $29.8MAssets / participant: $216.1KLocation: Troy, MILatest: 2023
  View financial statement →
• planPeter Basso Associates, Inc Employee Stock Ownership PlanFinancial statement2023 filing
  $15.8Mreported assets (EOY)
  Sponsor: Peter Basso Associates, IncEIN: 38-2924399Plan: 002Participants: 119Assets: $15,778,298Net assets: $12MAssets / participant: $132.6KLocation: Troy, MILatest: 2023
  View financial statement →
• planPeter Basso Associates, Inc. Employee Benefit Wrap Plan2023 filing
  Sponsor: Peter Basso Associates, Inc.EIN: 38-2924399Plan: 501Participants: 102Assets: not reported in the loaded datasetLocation: Troy, MILatest: 2023
  View plan profile →
• planPeter Basso Associates, Inc. Employee Assistance Plan2023 filing
  Sponsor: Peter Basso Associates, Inc.EIN: 38-2924399Plan: 502Participants: 110Assets: not reported in the loaded datasetLocation: Troy, MILatest: 2023
  View plan profile →