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

Companies

Plans

  • planXy Planning 401(K) PlanFinancial statement2023 filing
    $3.5Mreported assets (EOY)
    Sponsor: Xy Planning Network, LLCEIN: 46-4697129Plan: 001Participants: 137Assets: $3,501,848Net assets: $3.5MAssets / participant: $25.6KLocation: Bozeman, MTLatest: 2023
    View financial statement

Service providers

Filings