Momentum Agencies Retirement Plan — Form 5500 plan (Momentum Agencies)
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, Momentum Agencies Retirement Plan is a benefit plan reported by Momentum Agencies under EIN 95-1648203 and plan number 001. The latest loaded filing year is 2023. The filing reports 838 participants and $5,959,538 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Momentum Agencies
- EIN
- 95-1648203
- Plan number
- 001
- Plan type
- 3
- Location
- Chatsworth, CA
- Latest filing year
- 2023
- Participants
- 838
- End-of-year plan assets
- $5,959,538
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 838 | H, C | 20250411140514NAL0023324257001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,959,538
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,959,538
- Net assets (BOY)
- $5,754,144
Income & contributions
- Total contributions
- $1,842
- Total income / additions
- $531,615
Expenses & distributions
- Benefits paid
- $305,783
- Administrative expenses
- $20,438
- Total expenses
- $326,221
- Net increase / (decrease)
- $205,394
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nfp Retirement Inc | NONE | $0 | $13,657 | 2023 |
| The Ryding Company | NONE | $6,935 | not reported in the loaded dataset | 2023 |
| American United Life Insurance Co | NONE | $1,140 | $2,168 | 2023 |