2023 Form 5500 filing — Moag & Company LLC 401(K) Profit Sharing Plan & Trust

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 20240507074847NAL0035500177001) for Moag & Company LLC 401(K) Profit Sharing Plan & Trust, reported by Moag & Company LLC under EIN 52-2344573 and plan number 001. It reports 7 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$223.2KReported net assets$223,183
Participants7
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240507074847NAL0035500177001
Plan sponsor
Moag & Company LLC
EIN
52-2344573
Plan number
001
Location
Baltimore, MD
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 I · 2023

Reported financial snapshot

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

Reported balance (end of year)$223.2K total assets
Net assets$223.2KLiabilities$0
Money in vs. money out
Total income / additions$62.7K
Total expenses$566.6K
Benefits paid / distributions$563.9K
Contributions
Employer$5.4K
Participant$9K
Full reported line items
Total assets (EOY)
$223,183
Total liabilities (EOY)
$0
Net assets (EOY)
$223,183
Employer contributions
$5,360
Participant contributions
$9,000
Total income / additions
$62,717
Benefits paid
$563,924
Administrative expenses
$2,695
Total expenses
$566,619
Net increase / (decrease)
-$503,902

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240507074847NAL0035500177001 cover?
It is the 2023 Form 5500 filing for Moag & Company LLC 401(K) Profit Sharing Plan & Trust, reported by Moag & Company LLC (EIN 52-2344573).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages