2023 Form 5500 filing — Moneta Group Salary Savings 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 20240828105319NAL0011742481001) for Moneta Group Salary Savings Plan, reported by Moneta Group LLC under EIN 20-1903821 and plan number 001. It reports 539 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240828105319NAL0011742481001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Moneta Group LLC
- EIN
- 20-1903821
- Plan number
- 001
- Location
- Clayton, MO
- Participants
- 539
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $121,557,183
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $121,557,183
- Employer contributions
- $4,919,565
- Participant contributions
- $5,891,836
- Total income / additions
- $29,960,704
- Benefits paid
- $1,963,902
- Administrative expenses
- $66,277
- Total expenses
- $2,033,418
- Net increase / (decrease)
- $27,927,286
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Epic Retirement Plan Services | NONE | $63,257 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $0 | $20,399 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |