Momentum Agencies 403b 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 403b Plan is a benefit plan reported by Momentum Agencies under EIN 95-1648203 and plan number 002. The latest loaded filing year is 2023. The filing reports 932 participants and $9,612,139 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$9.6MPlan net assets, end of year$9,608,202
Participants932Covered participants reported
Assets / participant$10.3KComputed: assets ÷ participants$10,313 (computed)
Provider compensation$24.5K2 Schedule C provider row(s)$24,537
- Plan sponsor
- Momentum Agencies
- EIN
- 95-1648203
- Plan number
- 002
- Plan type
- 3
- Location
- Chatsworth, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 932 | H, C | 20250411141451NAL0012674611001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$9.6M total assets
Net assets$9.6MLiabilities$3.9K
Full reported line items
Net assets
- Total assets (EOY)
- $9,612,139
- Total liabilities (EOY)
- $3,937
- Net assets (EOY)
- $9,608,202
- Net assets (BOY)
- $8,453,121
Income & contributions
- Employer contributions
- $155,868
- Participant contributions
- $612,561
- Total contributions
- $774,952
- Total income / additions
- $1,698,758
Expenses & distributions
- Benefits paid
- $529,526
- Administrative expenses
- $10,214
- Total expenses
- $543,677
- Net increase / (decrease)
- $1,155,081
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
20%80%
Employer 20%Participant 80%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income31%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nfp Retirement | FINANCIAL ADVISOR | $0 | $20,560 | 2023 |
| American United Life Insurance Co | SERVICE PROVIDER | $960 | $3,017 | 2023 |