Search public Form 5500 filings

Filters & tools • active

Investigation panel

3 results

planSmalley & Company Employee Stock Ownership Plan And TrustFinancial statement2023 filing
$38Mreported assets (EOY)
Sponsor: Smalley & CompanyEIN: 84-0576872Plan: 003Participants: 186Assets: $38,019,840Net assets: $32.3MAssets / participant: $204.4KLocation: Denver, COLatest: 2023
View financial statement →
planSmalley & Company 401(K) Savings PlanFinancial statementProvider compensation2023 filing
$11Mreported assets (EOY)
Sponsor: Smalley & CompanyEIN: 84-0576872Plan: 004Participants: 178Assets: $10,986,060Net assets: $11MAssets / participant: $61.7KLocation: Denver, COLatest: 2023
View financial statement →
planSmalley & Company Welfare Benefits Wrap Plan2023 filing
Sponsor: Smalley & CompanyEIN: 84-0576872Plan: 501Participants: 177Assets: not reported in the loaded datasetLocation: Denver, COLatest: 2023
View plan profile →