Movhd 401(K) Plan — Form 5500 plan (Martin, Ottaway, Van Hemmen & Dolan, 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, Movhd 401(K) Plan is a benefit plan reported by Martin, Ottaway, Van Hemmen & Dolan, Inc. under EIN 22-3399946 and plan number 001. The latest loaded filing year is 2023. The filing reports 14 participants and $9,026,399 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Martin, Ottaway, Van Hemmen & Dolan, Inc.
- EIN
- 22-3399946
- Plan number
- 001
- Plan type
- 2
- Location
- Tinton Falls, NJ
- Latest filing year
- 2023
- Participants
- 14
- End-of-year plan assets
- $9,026,399
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 14 | I | 20240606095219NAL0047087970001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $9,026,399
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,026,399
- Net assets (BOY)
- $7,997,154
Income & contributions
- Employer contributions
- $164,417
- Participant contributions
- $164,417
- Total income / additions
- $2,381,354
Expenses & distributions
- Benefits paid
- $1,351,934
- Administrative expenses
- $175
- Total expenses
- $1,352,109
- Net increase / (decrease)
- $1,029,245
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.