Karen Elsbury signed Financial Statement Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Financial Statement Services, Inc.'s EIN is 33-0032400.
Download the official 2024 Form 5500 (PDF) for Financial Statement Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Financial Statement Services, Inc.'s plan includes a leveraged ESOP.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACUITY ADVISORS | — | SANTA ANA, CA | ADVISOR | $18K | — |
| AMBROSE ESOP ADVISORS | — | IRVINE, CA | ADVISOR | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Company Common Stock * Financial Statements Services, Inc. Common stock, 490,000 shares | Common Stocks | — | $18.8M | $17.7M | 81.1% | |
| Money Market Fund Vanguard Federal Money Market Fund | Mutual Funds | — | $195K | $195K | 0.9% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| SUMMIT FIDUCIARY GROUP, LLC |
| — |
| MINNETONKA, MN |
| TRUSTEE |
| $22K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WRIGHT FORD YOUNG & CO | 95-3288054 | IRVINE, CA | AUDITOR | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GILLIGAN BENEFITS LAW | — | GRASS VALLEY, CA | LEGAL | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUE RIDGE ASSOCIATES | — | CHARLOTTESVILLE, VA | ADMINISTRATOR | $41K | — |
