Moore Sonic Management, Inc 401(K) Plan — Form 5500 plan (Moore Sonic Management, 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, Moore Sonic Management, Inc 401(K) Plan is a benefit plan reported by Moore Sonic Management, Inc under EIN 73-1602020 and plan number 001. The latest loaded filing year is 2023. The filing reports 335 participants and $79,118 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$79.1KPlan net assets, end of year$79,118
Participants335Covered participants reported
Assets / participant$236Computed: assets ÷ participants$236 (computed)
Provider compensation$4202 Schedule C provider row(s)
- Plan sponsor
- Moore Sonic Management, Inc
- EIN
- 73-1602020
- Plan number
- 001
- Plan type
- 2
- Location
- Pauls Valley, OK
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 335 | H, C | 20240416172909NAL0001549504001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$79.1K total assets
Net assets$79.1KLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $79,118
- Net assets (EOY)
- $79,118
- Net assets (BOY)
- $0
Income & contributions
- Employer contributions
- $29,223
- Participant contributions
- $49,117
- Total contributions
- $78,340
- Total income / additions
- $79,538
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $420
- Total expenses
- $420
- Net increase / (decrease)
- $79,118
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
37%63%
Employer 37%Participant 63%
Total expenses ÷ net assets1%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $420 | $0 | 2023 |
| Wilshire Associates Incorporated | INVESTMENT ADVISORY | $0 | $0 | 2023 |