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

1 result

Sort:RelevanceLatest filing yearLargest assetsMost participantsHighest provider compensation
Filters:Type: PlansEIN 872927678Clear all

Plans

  • planMarotta 401(K) Pooled Employer PlanFinancial statement2023 filing
    $3Mreported assets (EOY)
    Sponsor: Marotta 401(K) Pooled Employer Plan C/O David John MarottaEIN: 87-2927678Plan: 001Participants: 26Assets: $2,999,854Net assets: $3MAssets / participant: $115.4KLocation: Charlottesville, VALatest: 2023
    View financial statement →