Search public Form 5500 filings

Plans

• planEmployee Stock Ownership Plan For Employees Of David Volkert And Associates, Inc. And SubFinancial statement2023 filing
  $126.9Mreported assets (EOY)
  Sponsor: David Volkert & Associates, Inc.EIN: 63-0703075Plan: 001Participants: 1,054Assets: $126,850,762Location: Mobile, ALLatest: 2023
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• planDavid Volkert & Associates, Inc. 401(K) Retirement Savings PlanFinancial statementProvider compensation2023 filing
  $91.5Mreported assets (EOY)
  Sponsor: David Volkert & Associates, Inc.EIN: 63-0703075Plan: 003Participants: 1,515Assets: $91,482,609Location: Mobile, ALLatest: 2023
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• planDavid Volkert & Associates, Inc. Welfare Benefits Plan2023 filing
  Sponsor: David Volkert & Associates, Inc.EIN: 63-0703075Plan: 501Participants: 1,114Assets: not reported in the loaded datasetLocation: Mobile, ALLatest: 2023
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