C J Moyna & Sons LLC — 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, C J Moyna & Sons LLC (EIN 42-0989447) is a plan sponsor located in Elkader, IA with 1 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
- 42-0989447
- Location
- Elkader, IA
- Loaded plans
- 2
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $26,244,628
- Total reported net assets (EOY)
- $26,244,628
Contributions & income
- Employer contributions
- $673,289
- Participant contributions
- $1,669,561
- Total income / additions
- $6,224,875
Expenses & distributions
- Benefits paid / distributions
- $1,590,832
- Total expenses
- $1,671,174
- Net increase / (decrease)
- $4,553,701
Coverage
- Total reported participants
- 664
- Plans with financial statements
- 1
- Plans with provider compensation
- 1
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.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| C J Moyna & Sons, LLC 401(K) Retirement Savings Plan | 001 | 413 | $26,244,628 | 2023 |
| C J Moyna & Sons, Inc. Health And Welfare Plan | 501 | 251 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | C J Moyna & Sons, Inc. Health And Welfare Plan | 251 | — | 20240528084228NAL0017875504001 |
| 2023 | C J Moyna & Sons, LLC 401(K) Retirement Savings Plan | 413 | H, C | 20241014133008NAL0053708290005 |