Moses Auto Group Pension Plan — Form 5500 plan (Moses Services Company, LLC)
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, Moses Auto Group Pension Plan is a benefit plan reported by Moses Services Company, LLC under EIN 88-1377240 and plan number 001. The latest loaded filing year is 2023. The filing reports 397 participants and $9,200,489 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Moses Services Company, LLC
- EIN
- 88-1377240
- Plan number
- 001
- Plan type
- 2
- Location
- Saint Albans, WV
- Latest filing year
- 2023
- Participants
- 397
- End-of-year plan assets
- $9,200,489
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 397 | H, C | 20241008155438NAL0035290418001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,200,489
- Total liabilities (EOY)
- $185,384
- Net assets (EOY)
- $9,015,105
- Net assets (BOY)
- $8,108,577
Income & contributions
- Employer contributions
- $162,941
- Participant contributions
- $734,831
- Total contributions
- $908,674
- Total income / additions
- $1,695,194
Expenses & distributions
- Benefits paid
- $540,447
- Administrative expenses
- $65,035
- Total expenses
- $788,666
- Net increase / (decrease)
- $906,528
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | RECORDKEEPER | $28,265 | not reported in the loaded dataset | 2023 |
| Forvis | ACCOUNTING | $12,600 | not reported in the loaded dataset | 2023 |
| M2b Retirement Consulting | TPA | $10,851 | not reported in the loaded dataset | 2023 |
| Anchor 3(16) | CONTRACT ADMIN | $10,616 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Moses Services Company, LLC
- 2023 Form 5500 filing
- Form 5500 filings in WV
- 401(k) and benefit plan filings in Saint Albans, WV
- Lincoln National Corporation — Schedule C compensation
- Forvis — Schedule C compensation
- M2b Retirement Consulting — Schedule C compensation
- Anchor 3(16) — Schedule C compensation