2023 Form 5500 filing — Charles Momper, Inc. 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 20241015162513NAL0015077299001) for Charles Momper, Inc. Profit Sharing Plan, reported by Momper Insulation, Inc. under EIN 31-1795875 and plan number 002. It reports 250 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015162513NAL0015077299001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Momper Insulation, Inc.
- EIN
- 31-1795875
- Plan number
- 002
- Location
- Fort Wayne, IN
- Participants
- 250
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,888,222
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,888,222
- Employer contributions
- $291,910
- Total income / additions
- $2,109,205
- Benefits paid
- $146,564
- Administrative expenses
- $31,559
- Total expenses
- $178,123
- Net increase / (decrease)
- $1,931,082
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Luminary Wealth | SERVICE PROVIDER | $9,806 | not reported in the loaded dataset |
| Phillips Financial Management LLC/C | SERVICE PROVIDER | $5,788 | $0 |