How many benefit plans does Walter P Moore & Associates, Inc. report on Form 5500?

Walter P Moore & Associates, Inc. (EIN 74-1554339) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Walter P Moore & Associates, Inc.?

The Employer Identification Number (EIN) reported for Walter P Moore & Associates, Inc. is 74-1554339.

What is the latest Form 5500 filing year for Walter P Moore & Associates, Inc.?

The latest loaded Form 5500 filing year for Walter P Moore & Associates, Inc. is 2023.

Walter P Moore & Associates, 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, Walter P Moore & Associates, Inc. (EIN 74-1554339) is a plan sponsor located in Houston, TX 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: 74-1554339
Location: Houston, TX
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $147,044,675
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $147,044,675

Contributions & income

Employer contributions: $1,885,053
Participant contributions: $7,355,455
Total income / additions: $36,817,850

Expenses & distributions

Benefits paid / distributions: $6,541,278
Total expenses: $6,560,716
Net increase / (decrease): $30,257,134

Coverage

Total reported participants: 1,599
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

Walter P Moore & Associates, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Walter P Moore & Associates, Inc. 401(K) Profit Sharing Plan	002	962	$147,044,675	2023
Walter P Moore Health And Welfare Plan	501	637	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Walter P Moore & Associates, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Walter P Moore & Associates, Inc. 401(K) Profit Sharing Plan	962	H, C	20241003181023NAL0005998915001
2023	Walter P Moore Health And Welfare Plan	637	—	20241120134653NAL0002471987001