2023 Form 5500 filing — Angels Baseball 401(K) Retirement 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 20240904172949NAL0044395506001) for Angels Baseball 401(K) Retirement Savings Plan, reported by Moreno Baseball Companies, Inc. under EIN 05-0564428 and plan number 001. It reports 421 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240904172949NAL0044395506001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Moreno Baseball Companies, Inc.
- EIN
- 05-0564428
- Plan number
- 001
- Location
- Phoenix, AZ
- Participants
- 421
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $41,184,168
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,184,168
- Employer contributions
- $1,829,165
- Participant contributions
- $2,057,924
- Total income / additions
- $10,111,469
- Benefits paid
- $2,339,532
- Administrative expenses
- $15,302
- Total expenses
- $2,354,834
- Net increase / (decrease)
- $7,756,635
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mariner Retirement Advisors LLC | ADVISOR | $52,586 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$37,284 | $0 |