Moyer & Son, Inc. 401(K) Plan — Form 5500 plan (Moyer & Son, 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, Moyer & Son, Inc. 401(K) Plan is a benefit plan reported by Moyer & Son, Inc. under EIN 23-1667111 and plan number 001. The latest loaded filing year is 2023. The filing reports 311 participants and $16,488,934 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Moyer & Son, Inc.
EIN
23-1667111
Plan number
001
Plan type
2
Location
Souderton, PA
Latest filing year
2023
Participants
311
End-of-year plan assets
$16,488,934

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023311H, C20240806151735NAL0002645873001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,488,934
Total liabilities (EOY)
$0
Net assets (EOY)
$16,488,934
Net assets (BOY)
$14,907,455

Income & contributions

Employer contributions
$243,341
Participant contributions
$1,219,388
Total contributions
$1,477,823
Total income / additions
$4,319,738

Expenses & distributions

Benefits paid
$2,701,937
Administrative expenses
$35,815
Total expenses
$2,738,259
Net increase / (decrease)
$1,581,479

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mma SecuritiesADVISOR$25,000not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$10,815$02023

Related Form 5500 pages