2023 Form 5500 filing — Moss Adams Llp Profit Sharing 401(K) Plan-Partners And Principals
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 20241010171645NAL0020601825001) for Moss Adams Llp Profit Sharing 401(K) Plan-Partners And Principals, reported by Moss Adams Llp under EIN 91-0189318 and plan number 095. It reports 454 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010171645NAL0020601825001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Moss Adams Llp
- EIN
- 91-0189318
- Plan number
- 095
- Location
- Seattle, WA
- Participants
- 454
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $409,754,668
- Total liabilities (EOY)
- $61,941
- Net assets (EOY)
- $409,692,727
- Employer contributions
- $10,375,795
- Participant contributions
- $11,057,326
- Total income / additions
- $83,211,182
- Benefits paid
- $24,586,108
- Administrative expenses
- $216,501
- Total expenses
- $24,802,609
- Net increase / (decrease)
- $58,408,573
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Vanguard Advisers Inc. | NONE | $74,196 | not reported in the loaded dataset |
| Davis Wright Tremaine | NONE | $47,509 | not reported in the loaded dataset |
| Verus | NONE | $40,430 | not reported in the loaded dataset |
| The Vanguard Group, Inc. | NONE | $35,396 | $0 |
| Sweeney Conrad | NONE | $19,570 | not reported in the loaded dataset |