2023 Form 5500 filing — The Damon L. Moore Agency, Inc. 401(K) Plan

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 20240702095614NAL0003440355001) for The Damon L. Moore Agency, Inc. 401(K) Plan, reported by The Damon L. Moore Agency, Inc. under EIN 83-1020254 and plan number 001. It reports 1 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$75.4KReported net assets$75,443
Participants1
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240702095614NAL0003440355001
Plan sponsor
The Damon L. Moore Agency, Inc.
EIN
83-1020254
Plan number
001
Location
Woodstock, GA
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)$75.4K total assets
Net assets$75.4KLiabilities$0
Money in vs. money out
Total income / additions$24.9K
Total expenses$59K
Benefits paid / distributions$59K
Contributions
Employer$0
Participant$0
Full reported line items
Total assets (EOY)
$75,443
Total liabilities (EOY)
$0
Net assets (EOY)
$75,443
Employer contributions
$0
Participant contributions
$0
Total income / additions
$24,944
Benefits paid
$59,000
Administrative expenses
$0
Total expenses
$59,000
Net increase / (decrease)
-$34,056

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240702095614NAL0003440355001 cover?
It is the 2023 Form 5500 filing for The Damon L. Moore Agency, Inc. 401(K) Plan, reported by The Damon L. Moore Agency, Inc. (EIN 83-1020254).
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