2023 Form 5500 filing — Moffatt & Nichol 401(K) 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 20241119160314NAL0002541265001) for Moffatt & Nichol 401(K) Profit Sharing Plan, reported by Moffatt & Nichol under EIN 95-1951343 and plan number 001. It reports 1,012 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241119160314NAL0002541265001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Moffatt & Nichol
- EIN
- 95-1951343
- Plan number
- 001
- Location
- Long Beach, CA
- Participants
- 1,012
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $194,097,635
- Net assets (EOY)
- $194,097,635
- Employer contributions
- $4,028,208
- Participant contributions
- $9,595,349
- Total income / additions
- $47,404,295
- Benefits paid
- $6,470,854
- Administrative expenses
- $160,740
- Total expenses
- $6,644,004
- Net increase / (decrease)
- $40,760,291
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $102,099 | not reported in the loaded dataset |
| Baker Tilly Us Llp | NONE | $51,047 | not reported in the loaded dataset |
| Ep Wealth Advisors LLC | NONE | $7,099 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc | NONE | $106 | $0 |