Mig 401(K) Plan — Form 5500 plan (Moore Iacofano Goltsman, 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, Mig 401(K) Plan is a benefit plan reported by Moore Iacofano Goltsman, Inc under EIN 94-3116998 and plan number 001. The latest loaded filing year is 2023. The filing reports 321 participants and $34,809,082 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Moore Iacofano Goltsman, Inc
EIN
94-3116998
Plan number
001
Plan type
2
Location
Berkeley, CA
Latest filing year
2023
Participants
321
End-of-year plan assets
$34,809,082

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023321H, C20240920051844NAL0014660466001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$34,809,082
Total liabilities (EOY)
$0
Net assets (EOY)
$34,809,082
Net assets (BOY)
$29,786,478

Income & contributions

Employer contributions
$247,102
Participant contributions
$2,170,736
Total contributions
$2,653,579
Total income / additions
$8,034,314

Expenses & distributions

Benefits paid
$2,921,716
Administrative expenses
$65,907
Total expenses
$3,011,710
Net increase / (decrease)
$5,022,604

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Kestra Advisory ServicesINVESTMENT/FINANCIAL ADVI$62,235$02023
Adp, Inc.RECORD KEEPER$3,671$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages