2023 Form 5500 filing — George Moehrle Masonry, Inc. Retirement 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 20241009124526NAL0019190001001) for George Moehrle Masonry, Inc. Retirement Plan, reported by George Moehrle Masonry, Inc. under EIN 52-1438573 and plan number 002. It reports 187 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)$4.7MReported net assets$4,704,577
Participants187
Provider compensation$25.6K1 Schedule C row(s)$25,613
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241009124526NAL0019190001001
Plan sponsor
George Moehrle Masonry, Inc.
EIN
52-1438573
Plan number
002
Location
Frederick, 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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$4.7M total assets
Net assets$4.7MLiabilities$21.1K
Money in vs. money out
Total income / additions$1.5M
Total expenses$1.1M
Benefits paid / distributions$1.1M
Contributions
Employer$708K
Participant$98.3K
Full reported line items
Total assets (EOY)
$4,725,675
Total liabilities (EOY)
$21,098
Net assets (EOY)
$4,704,577
Employer contributions
$707,972
Participant contributions
$98,311
Total income / additions
$1,468,233
Benefits paid
$1,082,355
Administrative expenses
$47,586
Total expenses
$1,129,941
Net increase / (decrease)
$338,292
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $25.6K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241009124526NAL0019190001001 cover?
It is the 2023 Form 5500 filing for George Moehrle Masonry, Inc. Retirement Plan, reported by George Moehrle Masonry, Inc. (EIN 52-1438573).
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