2023 Form 5500 filing — Mosser Companies 401(K) 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 20241015175559NAL0030557249001) for Mosser Companies 401(K) Plan, reported by Mosser Companies, Inc under EIN 65-1211978 and plan number 001. It reports 411 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015175559NAL0030557249001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mosser Companies, Inc
- EIN
- 65-1211978
- Plan number
- 001
- Location
- San Francisco, CA
- Participants
- 411
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,687,741
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,687,741
- Participant contributions
- $378,508
- Total income / additions
- $746,607
- Benefits paid
- $275,797
- Administrative expenses
- $18,151
- Total expenses
- $355,246
- Net increase / (decrease)
- $391,361
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Felice Retirement Services | INVESTMENT/FINANCIAL ADVI | $11,891 | $0 |
| Adp, Inc. | RECORD KEEPER | $6,259 | $0 |