2023 Form 5500 filing — Moore & Van Allen Pension Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240702163310NAL0003770739001) for Moore & Van Allen Pension Plan, reported by Moore & Van Allen Pllc under EIN 56-0559307 and plan number 003. It reports 196 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240702163310NAL0003770739001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Moore & Van Allen Pllc
- EIN
- 56-0559307
- Plan number
- 003
- Location
- Charlotte, NC
- Participants
- 196
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $49,935,046
- Net assets (EOY)
- $49,935,046
- Employer contributions
- $5,553,041
- Total income / additions
- $9,655,935
- Benefits paid
- $11,486,388
- Administrative expenses
- $144,355
- Total expenses
- $11,630,743
- Net increase / (decrease)
- -$1,974,808
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bank Of America Merrill Lynch | not reported in the loaded dataset | $97,682 | not reported in the loaded dataset |
| Columbia Management | not reported in the loaded dataset | $46,674 | not reported in the loaded dataset |
| Pimco Total Return Instl | not reported in the loaded dataset | $0 | $30,366 |
| Pimco High Yield Instl | not reported in the loaded dataset | not reported in the loaded dataset | $14,890 |