Search public Form 5500 filings

Plans

• planJuly Pooled Employer Plan #2Financial statementProvider compensation2023 filing
  $37.9Mreported assets (EOY)
  Sponsor: July Business ServicesEIN: 74-2715820Plan: 003Participants: 3,074Assets: $37,946,077Location: Waco, TXLatest: 2023
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• planJuly Pooled Employer Plan #1Financial statementProvider compensation2023 filing
  $25.7Mreported assets (EOY)
  Sponsor: July Business ServicesEIN: 74-2715820Plan: 002Participants: 1,774Assets: $25,713,047Location: Waco, TXLatest: 2023
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• planJuly Business Services 401(K) PlanFinancial statement2023 filing
  $20.5Mreported assets (EOY)
  Sponsor: July Business ServicesEIN: 74-2715820Plan: 001Participants: 148Assets: $20,493,963Location: Waco, TXLatest: 2023
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• planJuly Pooled Employer Plan #3Financial statementProvider compensation2023 filing
  $8Mreported assets (EOY)
  Sponsor: July Business ServicesEIN: 74-2715820Plan: 004Participants: 566Assets: $7,985,854Location: Waco, TXLatest: 2023
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