Moltz Retirement Plan — Form 5500 plan (Moltz Construction, 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, Moltz Retirement Plan is a benefit plan reported by Moltz Construction, Inc. under EIN 61-1947636 and plan number 001. The latest loaded filing year is 2023. The filing reports 192 participants and $15,863,476 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Moltz Construction, Inc.
EIN
61-1947636
Plan number
001
Plan type
2
Location
Salida, CO
Latest filing year
2023
Participants
192
End-of-year plan assets
$15,863,476

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023192H, C20240930095346NAL0009936800001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,863,476
Total liabilities (EOY)
$402
Net assets (EOY)
$15,863,074
Net assets (BOY)
$13,675,413

Income & contributions

Employer contributions
$383,252
Participant contributions
$756,273
Total contributions
$1,139,525
Total income / additions
$3,241,800

Expenses & distributions

Benefits paid
$1,008,430
Administrative expenses
$39,035
Total expenses
$1,054,139
Net increase / (decrease)
$2,187,661

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$24,680$02023
Empower Advisory GroupINVESTMENT MGMT$13,479not reported in the loaded dataset2023
Farmer & BettsCONTRACT ADMIN$875$10,0002023

Related Form 5500 pages