Plan5500

The Motz Corporation — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, The Motz Corporation (EIN 31-1025223) is a plan sponsor located in Cincinnati, OH with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
31-1025223
Location
Cincinnati, OH
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for The Motz Corporation

  • 2 loaded plans hold $24.3M in reported assets.
  • The largest, The Motz Corporation Employee Stock Ownership Plan, holds 59% of this company's reported plan assets.
  • Plans cover 246 reported participants.
  • 2 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$23.1MSummed across loaded plans$23,062,564
Total reported assets$24.3M$24,254,682
Total reported participants246
Total reported liabilities$1.2M$1,192,118

Reported net position

Reported assets = net assets + liabilities (summed)$24.3M total assets
Net assets$23.1MLiabilities$1.2M
Contributions & income
Employer contributions$408.6K
Participant contributions$644.3K
Total income / additions$6.4M
Expenses & distributions
Benefits paid / distributions$367.5K
Total expenses$450.1K
Net increase / (decrease)$6M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets59%The Motz Corporation Employee Stock Ownership Plan
Participants per plan123Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    The Motz Corporation Employee Stock Ownership Plan$14.2M
    Plan #002 · 122 participants · 2023
  2. 2
    The Motz Corporation Profit Sharing Plan$10M
    Plan #001 · 124 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for The Motz Corporation. Open one for its full reported snapshot.

  1. 2023
    The Motz Corporation Profit Sharing Plan124 participants · 2Sch I
    View filing →
  2. 2023
    The Motz Corporation Employee Stock Ownership Plan122 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does The Motz Corporation report on Form 5500?
The Motz Corporation (EIN 31-1025223) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for The Motz Corporation?
The Employer Identification Number (EIN) reported for The Motz Corporation is 31-1025223.
What is the latest Form 5500 filing year for The Motz Corporation?
The latest loaded Form 5500 filing year for The Motz Corporation is 2023.

Related Form 5500 pages