Moses & Singer Llp Plan For Savings And Investment — Form 5500 plan (Moses & Singer Llp)
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, Moses & Singer Llp Plan For Savings And Investment is a benefit plan reported by Moses & Singer Llp under EIN 13-5259490 and plan number 003. The latest loaded filing year is 2023. The filing reports 222 participants and $91,585,767 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Moses & Singer Llp
- EIN
- 13-5259490
- Plan number
- 003
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 222
- End-of-year plan assets
- $91,585,767
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 222 | H, C | 20241015222652NAL0015479027001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $91,585,767
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $91,585,767
- Net assets (BOY)
- $84,869,179
Income & contributions
- Employer contributions
- $636,662
- Participant contributions
- $1,565,215
- Total contributions
- $2,684,864
- Total income / additions
- $19,756,546
Expenses & distributions
- Benefits paid
- $12,930,324
- Administrative expenses
- $76,786
- Total expenses
- $13,039,958
- Net increase / (decrease)
- $6,716,588
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Hightower Advisors LLC | ADVISOR | $80,000 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $7,727 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$10,941 | $0 | 2023 |