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, Walter P Moore & Associates, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Walter P Moore & Associates, Inc. under EIN 74-1554339 and plan number 002. The latest loaded filing year is 2023. The filing reports 962 participants and $147,044,675 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $147,044,675
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $147,044,675
- Net assets (BOY)
- $116,787,541
Income & contributions
- Employer contributions
- $1,885,053
- Participant contributions
- $7,355,455
- Total contributions
- $9,835,384
- Total income / additions
- $36,817,850
Expenses & distributions
- Benefits paid
- $6,541,278
- Administrative expenses
- $6,879
- Total expenses
- $6,560,716
- Net increase / (decrease)
- $30,257,134