Plan5500

Search public Form 5500 filings

Filters & tools • active

Investigation panel

Clear
What are you searching?

Narrow to one kind of record, or search everything.

Financial profile

Only plans that report Schedule H/I financials or Schedule C provider pay.

Plan size

Filter plans by reported participant count or end-of-year assets.

Location
Filing identifiers

Jump to an exact sponsor (EIN) or plan number.

Sort
Popular investigations$1B+ plansPlans with financial statementsPlans with provider compensationProviders by reported compensationEmployer plans by participants

11 results

Sort:RelevanceLatest filing yearLargest assetsMost participantsHighest provider compensation
Filters:EIN 631026034Clear all

Companies

Plans

  • planProfit Sharing PlanFinancial statement2023 filing
    $2.5Mreported assets (EOY)
    Sponsor: James L Joy, DdsEIN: 63-1026034Plan: 001Participants: 6Assets: $2,545,655Net assets: $2.5MAssets / participant: $424.3KLocation: Hartselle, ALLatest: 2023
    View financial statement →

Service providers

Filings