2023 Form 5500 filing — Ankrom Moisan Associated Architects Employee Stock Ownership 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 20241014105610NAL0014800435001) for Ankrom Moisan Associated Architects Employee Stock Ownership Plan, reported by Ankrom Moisan Architects, Inc. under EIN 93-1014387 and plan number 002. It reports 518 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014105610NAL0014800435001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ankrom Moisan Architects, Inc.
- EIN
- 93-1014387
- Plan number
- 002
- Location
- Portland, OR
- Participants
- 518
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,923,313
- Total liabilities (EOY)
- $22,801
- Net assets (EOY)
- $10,900,512
- Employer contributions
- $120,000
- Total income / additions
- -$5,542,856
- Benefits paid
- $726,470
- Administrative expenses
- $7,897
- Total expenses
- $734,367
- Net increase / (decrease)
- -$6,277,223
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stifel, Nicolaus & Company, Inc. | INVESTMENT ADVISOR | $7,677 | not reported in the loaded dataset |