Plan5500

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
Popular investigations$1B+ plansPlans with financial statementsPlans with provider compensationProviders by reported compensationEmployer plans by participants

11 results

Sort:RelevanceLatest filing yearLargest assetsMost participantsHighest provider compensation
Filters:EIN 660482489Clear all

Companies

Plans

  • planXaileen Retirement PlanFinancial statement2023 filing
    $481.4Kreported assets (EOY)
    Sponsor: Dra. Sonia Santiago MateoEIN: 66-0482489Plan: 001Participants: 5Assets: $481,417Net assets: $481.4KAssets / participant: $96.3KLocation: Ponce, PRLatest: 2023
    View financial statement →

Service providers

Filings