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

  • planHtea Employee Retirement PlanFinancial statementProvider compensation2023 filing
    $12.6Mreported assets (EOY)
    Sponsor: Holy Trinity Episcopal AcademyEIN: 59-0823947Plan: 002Participants: 255Assets: $12,560,239Net assets: $12.6MAssets / participant: $49.3KLocation: Melbourne, FLLatest: 2023
    View financial statement

Service providers

Filings