Moorman, Kizer & Reitzel, Inc — 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, Moorman, Kizer & Reitzel, Inc (EIN 56-0691495) is a plan sponsor located in Fayetteville, NC 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
56-0691495
Location
Fayetteville, NC
Loaded plans
1
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 Moorman, Kizer & Reitzel, Inc

  • 1 loaded plans hold $1M in reported assets.
  • The largest, Moorman, Kizer & Reitzel, Inc Amended And Restated Profit Sharing Plan, holds 100% of this company's reported plan assets.
  • Plans cover 27 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$1MSummed across loaded plans$1,033,078
Total reported assets$1M$1,033,078
Total reported participants27
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$1M total assets
Net assets$1MLiabilities
Contributions & income
Employer contributions$20K
Participant contributionsNot reported
Total income / additions$54.4K
Expenses & distributions
Benefits paid / distributions$8.4K
Total expenses$28.1K
Net increase / (decrease)$26.3K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Moorman, Kizer & Reitzel, Inc Amended And Restated Profit Sharing Plan
Participants per plan27Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

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

  1. 1
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Moorman, Kizer & Reitzel, Inc. Open one for its full reported snapshot.

  1. 2023
    Moorman, Kizer & Reitzel, Inc Amended And Restated Profit Sharing Plan27 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Moorman, Kizer & Reitzel, Inc report on Form 5500?
Moorman, Kizer & Reitzel, Inc (EIN 56-0691495) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Moorman, Kizer & Reitzel, Inc?
The Employer Identification Number (EIN) reported for Moorman, Kizer & Reitzel, Inc is 56-0691495.
What is the latest Form 5500 filing year for Moorman, Kizer & Reitzel, Inc?
The latest loaded Form 5500 filing year for Moorman, Kizer & Reitzel, Inc is 2023.

Related Form 5500 pages