Jump to content

Information on Company Plans

Guest RW

Recommended Posts

Guest pineapple

The two websites listed below will give you exactly what you're looking for.

The first site allows you to review 5500's filed by companies. (This will show qualified plans) The only drawback is that I believe the 5500's shown are two or three years old.

The second site is for the Securities and Exchange Commission. Go to the EDGAR filings, and you can pull up SEC reports on companies. The annual filings disclose plans (both qualified and nonqualified) maintained by companies. It's time consuming, but you'd be amazed at the info you can find.



Link to comment
Share on other sites

Guest BobParks

I use 10k wizard but it is essentially free edgar.

You can input "deferred compensation" or "split dollar life insurance" and the search engine will pull the filings where those phrases exist.

Link to comment
Share on other sites

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now

  • Create New...