Latham Moffatt Pc Money Purchase Pension Plan — Form 5500 plan (Latham Moffatt Pc)

Plain-English plan 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, Latham Moffatt Pc Money Purchase Pension Plan is a benefit plan reported by Latham Moffatt Pc under EIN 06-1677146 and plan number 001. The latest loaded filing year is 2023. The filing reports 3 participants and $762,047 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Latham Moffatt Pc
EIN
06-1677146
Plan number
001
Plan type
2
Location
Athens, AL
Latest filing year
2023
Participants
3
End-of-year plan assets
$762,047

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233I20241009141317NAL0038110466001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$762,047
Net assets (EOY)
$762,047
Net assets (BOY)
$762,765

Income & contributions

Employer contributions
$11,361
Total income / additions
$40,509

Expenses & distributions

Benefits paid
$41,227
Total expenses
$41,227
Net increase / (decrease)
-$718

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages