Plan5500

Charles Momper, Inc. Profit Sharing Plan — Form 5500 plan (Momper Insulation, 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, Charles Momper, Inc. Profit Sharing Plan is a benefit plan reported by Momper Insulation, Inc. under EIN 31-1795875 and plan number 002. The latest loaded filing year is 2023. The filing reports 250 participants and $10,888,222 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Momper Insulation, Inc.
EIN
31-1795875
Plan number
002
Plan type
2
Location
Fort Wayne, IN
Latest filing year
2023
Participants
250
End-of-year plan assets
$10,888,222

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023250H, C20241015162513NAL0015077299001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,888,222
Total liabilities (EOY)
$0
Net assets (EOY)
$10,888,222
Net assets (BOY)
$8,957,140

Income & contributions

Employer contributions
$291,910
Total contributions
$291,910
Total income / additions
$2,109,205

Expenses & distributions

Benefits paid
$146,564
Administrative expenses
$31,559
Total expenses
$178,123
Net increase / (decrease)
$1,931,082

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Luminary WealthSERVICE PROVIDER$9,806not reported in the loaded dataset2023
Phillips Financial Management LLC/CSERVICE PROVIDER$5,788$02023

Related Form 5500 pages