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

Plans

  • planDavis Planning Associates IncFinancial statement2023 filing
    $569.3Kreported assets (EOY)
    Sponsor: Davis Planning Associates IncEIN: 52-2138651Plan: 001Participants: 4Assets: $569,338Net assets: $569.3KAssets / participant: $142.3KLocation: Washington, DCLatest: 2023
    View financial statement