2023 Form 5500 filing — Moulton Logistics Management

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240318074508NAL0005562689001) for Moulton Logistics Management, reported by Moulton Logistics Management under EIN 95-2561895 and plan number 001. It reports 129 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$5.1MReported net assets$5,149,785
Participants129
Provider compensation$25.2K3 Schedule C row(s)$25,214
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240318074508NAL0005562689001
Plan sponsor
Moulton Logistics Management
EIN
95-2561895
Plan number
001
Location
Van Nuys, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$5.1M total assets
Net assets$5.1MLiabilities$0
Money in vs. money out
Total income / additions$1.1M
Total expenses$140.5K
Benefits paid / distributions$124.5K
Contributions
EmployerNot reported
Participant$219.9K
Full reported line items
Total assets (EOY)
$5,149,785
Total liabilities (EOY)
$0
Net assets (EOY)
$5,149,785
Participant contributions
$219,883
Total income / additions
$1,075,442
Benefits paid
$124,515
Administrative expenses
$14,463
Total expenses
$140,536
Net increase / (decrease)
$934,906
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISOR · Direct $2.6K · Indirect $10.8K
  2. 2
    Adp, Inc.$11.8K
    RECORD KEEPER · Direct $11.8K · Indirect $0
  3. 3
    RECORD KEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240318074508NAL0005562689001 cover?
It is the 2023 Form 5500 filing for Moulton Logistics Management, reported by Moulton Logistics Management (EIN 95-2561895).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages