Momentum Textiles, LLC 401(K) Plan — Form 5500 plan (Momentum Textiles, LLC)
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, Momentum Textiles, LLC 401(K) Plan is a benefit plan reported by Momentum Textiles, LLC under EIN 33-0580411 and plan number 001. The latest loaded filing year is 2023. The filing reports 290 participants and $44,909,115 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Momentum Textiles, LLC
- EIN
- 33-0580411
- Plan number
- 001
- Plan type
- 2
- Location
- Irvine, CA
- Latest filing year
- 2023
- Participants
- 290
- End-of-year plan assets
- $44,909,115
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 290 | H, C | 20241014185427NAL0013759667001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $44,909,115
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $44,909,115
- Net assets (BOY)
- $38,429,277
Income & contributions
- Employer contributions
- $784,809
- Participant contributions
- $2,060,899
- Total contributions
- $2,894,891
- Total income / additions
- $8,840,270
Expenses & distributions
- Benefits paid
- $2,219,063
- Administrative expenses
- $141,369
- Total expenses
- $2,360,432
- Net increase / (decrease)
- $6,479,838
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock | RECORDKEEPER | $73,369 | not reported in the loaded dataset | 2023 |
| Pension Benefits Unlimited, Inc. | TPA | $26,000 | not reported in the loaded dataset | 2023 |
| Resources Investment Advisors, LLC | INVESTMENT ADVISOR | $15,000 | not reported in the loaded dataset | 2023 |
| One Digital | INVESTMENT ADVISOR | $15,000 | not reported in the loaded dataset | 2023 |
| Windes | AUDITOR | $12,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Momentum Textiles, LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Irvine, CA
- John Hancock — Schedule C compensation
- Pension Benefits Unlimited, Inc. — Schedule C compensation
- Resources Investment Advisors, LLC — Schedule C compensation
- One Digital — Schedule C compensation
- Windes — Schedule C compensation