Moore Iacofano Goltsman, 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, Moore Iacofano Goltsman, Inc (EIN 94-3116998) is a plan sponsor located in Berkeley, CA 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
94-3116998
Location
Berkeley, CA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$34,809,082
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$34,809,082

Contributions & income

Employer contributions
$247,102
Participant contributions
$2,170,736
Total income / additions
$8,034,314

Expenses & distributions

Benefits paid / distributions
$2,921,716
Total expenses
$3,011,710
Net increase / (decrease)
$5,022,604

Coverage

Total reported participants
544
Plans with financial statements
1
Plans with provider compensation
2

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

Moore Iacofano Goltsman, Inc plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Mig 401(K) Plan001321$34,809,0822023
Mig Health And Welfare Plan501223not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Moore Iacofano Goltsman, Inc
YearPlanParticipantsSchedulesFiling
2023Mig Health And Welfare Plan223C20240701151730NAL0004339985001
2023Mig 401(K) Plan321H, C20240920051844NAL0014660466001

Related Form 5500 pages