Lansdowne - Moody Company Lp 401(K) Profit Sharing Plan — Form 5500 plan (Lansdowne Moody Company Lp)
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, Lansdowne - Moody Company Lp 401(K) Profit Sharing Plan is a benefit plan reported by Lansdowne Moody Company Lp under EIN 74-1069713 and plan number 003. The latest loaded filing year is 2023. The filing reports 174 participants and $5,218,127 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$5.2MPlan net assets, end of year$5,218,127
Participants174Covered participants reported
Assets / participant$30KComputed: assets ÷ participants$29,989 (computed)
Provider compensation$32.9K3 Schedule C provider row(s)$32,893
- Plan sponsor
- Lansdowne Moody Company Lp
- EIN
- 74-1069713
- Plan number
- 003
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 174 | H, C | 20241009101809NAL0019003489001 |
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)$5.2M total assets
Net assets$5.2MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $5,218,127
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,218,127
- Net assets (BOY)
- $4,130,745
Income & contributions
- Employer contributions
- $99,171
- Participant contributions
- $576,556
- Total contributions
- $675,727
- Total income / additions
- $1,357,291
Expenses & distributions
- Benefits paid
- $193,487
- Administrative expenses
- $31,384
- Total expenses
- $269,909
- Net increase / (decrease)
- $1,087,382
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $19,654 | $0 | 2023 |
| Merrill Lynch Pierce Fenner & Smith | CONSULTANT | $11,731 | $1,508 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lansdowne Moody Company Lp
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Principal Life Insurance Company — Schedule C compensation
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation