Ankrom Moisan Associated Architects Employee Stock Ownership Plan — Form 5500 plan (Ankrom Moisan Architects, 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, Ankrom Moisan Associated Architects Employee Stock Ownership Plan is a benefit plan reported by Ankrom Moisan Architects, Inc. under EIN 93-1014387 and plan number 002. The latest loaded filing year is 2023. The filing reports 518 participants and $10,923,313 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ankrom Moisan Architects, Inc.
EIN
93-1014387
Plan number
002
Plan type
2
Location
Portland, OR
Latest filing year
2023
Participants
518
End-of-year plan assets
$10,923,313

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023518H, C20241014105610NAL0014800435001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,923,313
Total liabilities (EOY)
$22,801
Net assets (EOY)
$10,900,512
Net assets (BOY)
$17,395,555

Income & contributions

Employer contributions
$120,000
Total contributions
$120,000
Total income / additions
-$5,542,856

Expenses & distributions

Benefits paid
$726,470
Administrative expenses
$7,897
Total expenses
$734,367
Net increase / (decrease)
-$6,277,223

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stifel, Nicolaus & Company, Inc.INVESTMENT ADVISOR$7,677not reported in the loaded dataset2023

Related Form 5500 pages