2023 Form 5500 filing — Moses & Singer Llp Plan For Savings And Investment
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 20241015222652NAL0015479027001) for Moses & Singer Llp Plan For Savings And Investment, reported by Moses & Singer Llp under EIN 13-5259490 and plan number 003. It reports 222 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015222652NAL0015479027001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Moses & Singer Llp
- EIN
- 13-5259490
- Plan number
- 003
- Location
- New York, NY
- Participants
- 222
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $91,585,767
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $91,585,767
- Employer contributions
- $636,662
- Participant contributions
- $1,565,215
- Total income / additions
- $19,756,546
- Benefits paid
- $12,930,324
- Administrative expenses
- $76,786
- Total expenses
- $13,039,958
- Net increase / (decrease)
- $6,716,588
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Hightower Advisors LLC | ADVISOR | $80,000 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $7,727 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$10,941 | $0 |