Plan5500

Moore, Colson & Co., P.C. 401(K) & P/S Plan — Form 5500 plan (Moore, Colson & Company, P.C.)

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, Moore, Colson & Co., P.C. 401(K) & P/S Plan is a benefit plan reported by Moore, Colson & Company, P.C. under EIN 58-1653941 and plan number 001. The latest loaded filing year is 2023. The filing reports 176 participants and $25,260,777 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Moore, Colson & Company, P.C.
EIN
58-1653941
Plan number
001
Plan type
2
Location
Atlanta, GA
Latest filing year
2023
Participants
176
End-of-year plan assets
$25,260,777

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023176H, C20241011120707NAL0036864272001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$25,260,777
Total liabilities (EOY)
$0
Net assets (EOY)
$25,260,777
Net assets (BOY)
$19,819,616

Income & contributions

Employer contributions
$580,218
Participant contributions
$1,761,956
Total contributions
$2,527,005
Total income / additions
$6,397,818

Expenses & distributions

Benefits paid
$887,899
Administrative expenses
$68,758
Total expenses
$956,657
Net increase / (decrease)
$5,441,161

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lpl Financial RpcpSHARE HOLDER SERVICE PRO$45,924not reported in the loaded dataset2023
Ascensus, LLCCONTRACT ADMINISTRATOR$16,159$672023
Planmark Financial Group, Inc.THIRD PARTY ADMINISTRATO$8,310not reported in the loaded dataset2023

Related Form 5500 pages