Moffatt & Nichol 401(K) Profit Sharing Plan — Form 5500 plan (Moffatt & Nichol)
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, Moffatt & Nichol 401(K) Profit Sharing Plan is a benefit plan reported by Moffatt & Nichol under EIN 95-1951343 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,012 participants and $194,097,635 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Moffatt & Nichol
- EIN
- 95-1951343
- Plan number
- 001
- Plan type
- 2
- Location
- Long Beach, CA
- Latest filing year
- 2023
- Participants
- 1,012
- End-of-year plan assets
- $194,097,635
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,012 | H, C | 20241119160314NAL0002541265001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $194,097,635
- Net assets (EOY)
- $194,097,635
- Net assets (BOY)
- $153,337,344
Income & contributions
- Employer contributions
- $4,028,208
- Participant contributions
- $9,595,349
- Total contributions
- $16,953,212
- Total income / additions
- $47,404,295
Expenses & distributions
- Benefits paid
- $6,470,854
- Administrative expenses
- $160,740
- Total expenses
- $6,644,004
- Net increase / (decrease)
- $40,760,291
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $102,099 | not reported in the loaded dataset | 2023 |
| Baker Tilly Us Llp | NONE | $51,047 | not reported in the loaded dataset | 2023 |
| Ep Wealth Advisors LLC | NONE | $7,099 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc | NONE | $106 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Moffatt & Nichol
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Long Beach, CA
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Baker Tilly Us Llp — Schedule C compensation
- Ep Wealth Advisors LLC — Schedule C compensation
- Charles Schwab & Co., Inc — Schedule C compensation