Moor & South/Pier Management Co., Lp — 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, Moor & South/Pier Management Co., Lp (EIN 94-3288680) is a plan sponsor located in San Francisco, CA 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
94-3288680
Location
San Francisco, CA
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$26.8MSummed across loaded plans$26,756,761
Total reported assets$26.8M$26,756,761
Total reported participants407
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$26.8M total assets
Net assets$26.8MLiabilities$0
Contributions & income
Employer contributions$0
Participant contributions$1.1M
Total income / additions$5.7M
Expenses & distributions
Benefits paid / distributions$2.5M
Total expenses$2.5M
Net increase / (decrease)$3.1M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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%Moor + South Employees' 401(K) Savings Plan
Participants per plan204Average 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
    Plan #001 · 283 participants · 2023
  2. 2
    Plan #502 · 124 participants · 2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Moor & South/Pier Management Co., Lp
YearPlanParticipantsSchedulesFiling
2023Moor & South/Pier Management Co., Lp Group Welfare Benefit Plan12420241008123617NAL0009644995001
2023Moor + South Employees' 401(K) Savings Plan283H, C20241011152224NAL0037469472001

Related Form 5500 pages