Search public Form 5500 filings

Plans

• planWha Plan For Living 401(K) And TrustFinancial statementProvider compensation2023 filing
  Sponsor: Worth Higgins & Associates, Inc.EIN: 54-0880197Plan: 001Participants: 224Assets: $14,354,081Location: Richmond, VALatest: 2023
• planWorth Higgins & Associates, Inc. Employee Stock Ownership PlanFinancial statement2023 filing
  Sponsor: Worth Higgins & Associates, Inc.EIN: 54-0880197Plan: 002Participants: 218Assets: $5,148,243Location: Richmond, VALatest: 2023
• planWorth Higgins & Associates, Inc. Welfare Benefit Plan2023 filing
  Sponsor: Worth Higgins & Associates Inc.EIN: 54-0880197Plan: 501Participants: 190Assets: not reported in the loaded datasetLocation: Richmond, VALatest: 2023