Moody Nolan, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Moody Nolan, Inc. (EIN 31-1256984) is a plan sponsor located in Columbus, OH with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
31-1256984
Location
Columbus, OH
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$32,765,732
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$32,765,732

Contributions & income

Employer contributions
$782,589
Participant contributions
$2,595,308
Total income / additions
$8,480,517

Expenses & distributions

Benefits paid / distributions
$2,151,236
Total expenses
$2,184,661
Net increase / (decrease)
$6,295,856

Coverage

Total reported participants
628
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Moody Nolan, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Moody Nolan, Inc. 401(K) Profit Sharing Plan001392$32,765,7322023
Moody Nolan, Inc. Employee Benefit Plan501236not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Moody Nolan, Inc.
YearPlanParticipantsSchedulesFiling
2023Moody Nolan, Inc. Employee Benefit Plan23620240718084548NAL0003252435001
2023Moody Nolan, Inc. 401(K) Profit Sharing Plan392H, C20241015164425NAL0030382625001

Related Form 5500 pages