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

  • planCone & Smith, P.C. 401(K) PlanFinancial statement2023 filing
    $1.2Mreported assets (EOY)
    Sponsor: Cone & Smith, P.C. Jenny M. ConeEIN: 63-1223562Plan: 001Participants: 7Assets: $1,223,963Net assets: $1.2MAssets / participant: $174.9KLocation: Rainbow City, ALLatest: 2023
    View financial statement