Jacques Moret, Inc. 401(K) Plan And Trust — Form 5500 plan (Jacques Moret, Inc.)
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, Jacques Moret, Inc. 401(K) Plan And Trust is a benefit plan reported by Jacques Moret, Inc. under EIN 13-2812613 and plan number 333. The latest loaded filing year is 2023. The filing reports 403 participants and $37,630,506 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jacques Moret, Inc.
- EIN
- 13-2812613
- Plan number
- 333
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 403
- End-of-year plan assets
- $37,630,506
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 403 | H, C | 20241008121518NAL0009625747001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $37,630,506
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,630,506
- Net assets (BOY)
- $32,556,062
Income & contributions
- Participant contributions
- $1,404,506
- Total contributions
- $1,413,861
- Total income / additions
- $6,830,462
Expenses & distributions
- Benefits paid
- $1,659,684
- Administrative expenses
- $96,334
- Total expenses
- $1,756,018
- Net increase / (decrease)
- $5,074,444
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Global Banking Op | SERVICE PROVIDER | $30,000 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | SERVICE PROVIDER | $17,500 | not reported in the loaded dataset | 2023 |
| Laiken Assoc Inc | TPA | $0 | $16,839 | 2023 |
| Morningstar Investment Mgmt | SERVICE PROVIDER | $12,515 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Global Banking Op | SERVICE PROVIDER | $12,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jacques Moret, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Morgan Stanley Global Banking Op — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Laiken Assoc Inc — Schedule C compensation
- Morningstar Investment Mgmt — Schedule C compensation