2023 Form 5500 filing — M Moser Associates, LLC 401(K) Plan Amp

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 20250324173941NAL0009411891001) for M Moser Associates, LLC 401(K) Plan Amp, reported by M Moser Associates, LLC under EIN 22-3861601 and plan number 001. It reports 155 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$8.9MReported net assets$8,854,962
Participants155
Provider compensation$30.7K3 Schedule C row(s)$30,739
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250324173941NAL0009411891001
Plan sponsor
M Moser Associates, LLC
EIN
22-3861601
Plan number
001
Location
New York, NY
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$8.9M total assets
Net assets$8.9MLiabilities
Money in vs. money out
Total income / additions$2.7M
Total expenses$682.1K
Benefits paid / distributions$636.5K
Contributions
Employer$279K
Participant$949.2K
Full reported line items
Total assets (EOY)
$8,854,962
Net assets (EOY)
$8,854,962
Employer contributions
$279,011
Participant contributions
$949,167
Total income / additions
$2,687,236
Benefits paid
$636,544
Administrative expenses
$45,530
Total expenses
$682,074
Net increase / (decrease)
$2,005,162
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    ADVISOR · Direct $15.6K · Indirect $0
  2. 2
    ADVISOR · Direct $9.4K · Indirect $0
  3. 3
    RECORDKEEPER · Direct $5.7K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250324173941NAL0009411891001 cover?
It is the 2023 Form 5500 filing for M Moser Associates, LLC 401(K) Plan Amp, reported by M Moser Associates, LLC (EIN 22-3861601).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages