C J Moyna & Sons, LLC 401(K) Retirement Savings Plan — Form 5500 plan (C J Moyna & Sons 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, C J Moyna & Sons, LLC 401(K) Retirement Savings Plan is a benefit plan reported by C J Moyna & Sons LLC under EIN 42-0989447 and plan number 001. The latest loaded filing year is 2023. The filing reports 413 participants and $26,244,628 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
C J Moyna & Sons LLC
EIN
42-0989447
Plan number
001
Plan type
2
Location
Elkader, IA
Latest filing year
2023
Participants
413
End-of-year plan assets
$26,244,628

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023413H, C20241014133008NAL0053708290005

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$26,244,628
Net assets (EOY)
$26,244,628
Net assets (BOY)
$21,690,927

Income & contributions

Employer contributions
$673,289
Participant contributions
$1,669,561
Total contributions
$2,342,850
Total income / additions
$6,224,875

Expenses & distributions

Benefits paid
$1,590,832
Administrative expenses
$80,342
Total expenses
$1,671,174
Net increase / (decrease)
$4,553,701

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bankers TrustTRUSTEE$80,342not reported in the loaded dataset2023

Related Form 5500 pages