2023 Form 5500 filing — Mossy Companies Salary Deferral 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 20241002090115NAL0016817490001) for Mossy Companies Salary Deferral 401(K) Profit Sharing Plan, reported by Mossy Nissan Inc under EIN 95-3767471 and plan number 001. It reports 1,019 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002090115NAL0016817490001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mossy Nissan Inc
- EIN
- 95-3767471
- Plan number
- 001
- Location
- San Diego, CA
- Participants
- 1,019
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $49,164,439
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $49,164,439
- Participant contributions
- $5,142,875
- Total income / additions
- $12,795,770
- Benefits paid
- $6,018,160
- Administrative expenses
- $37,605
- Total expenses
- $6,066,506
- Net increase / (decrease)
- $6,729,264
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| 401(K) Advisors Inc | INVESTMENT ADVISORY | $0 | $64,657 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $37,605 | $0 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |