What is the latest Form 5500 filing year for Owens, Moskowitz And Associates, Inc., Certified Public Accountants?

The latest loaded Form 5500 filing year for Owens, Moskowitz And Associates, Inc., Certified Public Accountants is 2023.

Owens, Moskowitz And Associates, Inc., Certified Public Accountants — Form 5500 filings & benefit plans

Q: What is the EIN for Owens, Moskowitz And Associates, Inc., Certified Public Accountants?

The Employer Identification Number (EIN) reported for Owens, Moskowitz And Associates, Inc., Certified Public Accountants is 33-0244756.

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, Owens, Moskowitz And Associates, Inc., Certified Public Accountants (EIN 33-0244756) is a plan sponsor located in Laguna Niguel, CA with 1 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: 33-0244756
Location: Laguna Niguel, CA
Loaded plans: 1
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $3,390,197
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $3,390,197

Contributions & income

Employer contributions: $49,804
Participant contributions: $19,363
Total income / additions: $558,011

Expenses & distributions

Total expenses: $12,883
Net increase / (decrease): $545,128

Coverage

Total reported participants: 11
Plans with financial statements: 1
Plans with provider compensation: 0

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

Owens, Moskowitz And Associates, Inc., Certified Public Accountants plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Owens, Moskowitz And Associates, Inc., Certified Public Accountants Profit Sharing 401(K) Plan	001	11	$3,390,197	2023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Owens, Moskowitz And Associates, Inc., Certified Public Accountants
Year	Plan	Participants	Schedules	Filing
2023	Owens, Moskowitz And Associates, Inc., Certified Public Accountants Profit Sharing 401(K) Plan	11	I	20250207170602NAL0006724451001