2023 Form 5500 filing — Mocean Retirement 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 20241204130014NAL0005711504001) for Mocean Retirement Plan, reported by Mocean, LLC under EIN 95-4785612 and plan number 003. It reports 270 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241204130014NAL0005711504001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mocean, LLC
- EIN
- 95-4785612
- Plan number
- 003
- Location
- Los Angeles, CA
- Participants
- 270
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,445,716
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,445,716
- Employer contributions
- $271,330
- Participant contributions
- $1,466,524
- Total income / additions
- $5,399,683
- Benefits paid
- $1,797,792
- Administrative expenses
- $78,987
- Total expenses
- $1,876,779
- Net increase / (decrease)
- $3,522,904
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $79,014 | $0 |
| Actuarial Benefits Corp | OTHER SERVICES | $0 | $23,640 |
| Accelerate Retirement | INVESTMENT ADVISORY | $0 | $16,855 |
| Resources Investment Advisors | INVESTMENT ADVISORY | $0 | $13,150 |
| Morningstar Investment Mgmt | INV ADV PARTICIPANTS | $0 | $0 |