2023 Form 5500 filing — Mosher & Ellis Financial Planning, Inc. 401(K) Profit Sharing 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 20240719130613NAL0007192945001) for Mosher & Ellis Financial Planning, Inc. 401(K) Profit Sharing Plan, reported by Mosher Financial Advisors, LLC under EIN 82-3054990 and plan number 001. It reports 11 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240719130613NAL0007192945001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mosher Financial Advisors, LLC
- EIN
- 82-3054990
- Plan number
- 001
- Location
- Lafayette, CA
- Participants
- 11
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,893,573
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,893,573
- Employer contributions
- $140,842
- Participant contributions
- $92,700
- Total income / additions
- $2,138,871
- Benefits paid
- $243,616
- Total expenses
- $271,596
- Net increase / (decrease)
- $1,867,275
- Schedule source
- Schedule I