James Moore & Co., P.L. — 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, James Moore & Co., P.L. (EIN 59-3204548) is a plan sponsor located in Gainesville, FL 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
59-3204548
Location
Gainesville, FL
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$44,300,100
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$44,300,100

Contributions & income

Employer contributions
$1,581,731
Participant contributions
$1,879,509
Total income / additions
$13,459,260

Expenses & distributions

Benefits paid / distributions
$7,953,033
Total expenses
$8,075,341
Net increase / (decrease)
$5,383,919

Coverage

Total reported participants
568
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

James Moore & Co., P.L. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
James Moore & Co., P.L. 401(K) Retirement Plan001332$44,300,1002023
James Moore & Co., P.L. Welfare Benefits Plan501236not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for James Moore & Co., P.L.
YearPlanParticipantsSchedulesFiling
2023James Moore & Co., P.L. Welfare Benefits Plan23620241211075621NAL0006935891001
2023James Moore & Co., P.L. 401(K) Retirement Plan332H, C20250814123527NAL0009875809001

Related Form 5500 pages