W.B. Moore — 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, W.B. Moore (EIN 56-1818115) is a plan sponsor located in Charlotte, NC 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
56-1818115
Location
Charlotte, NC
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$7,836,281
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$7,836,281

Contributions & income

Employer contributions
$268,933
Participant contributions
$471,541
Total income / additions
$1,873,013

Expenses & distributions

Benefits paid / distributions
$912,256
Total expenses
$925,005
Net increase / (decrease)
$948,008

Coverage

Total reported participants
343
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

W.B. Moore plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
W.B. Moore Company Of Charlotte 401(K) Plan001199$7,836,2812023
W.B. Moore Company Of Charlotte, Inc. Employee Group Health And Welfare Plan501144not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for W.B. Moore
YearPlanParticipantsSchedulesFiling
2023W.B. Moore Company Of Charlotte, Inc. Employee Group Health And Welfare Plan14420240731125455NAL0014323939001
2023W.B. Moore Company Of Charlotte 401(K) Plan199H, C20241014112907NAL0045797552001

Related Form 5500 pages