2023 Form 5500 filing — Moody'S Co-Worker Owned, Inc. 401(K) 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 20240910074249NAL0009512064001) for Moody'S Co-Worker Owned, Inc. 401(K) Plan, reported by Moody'S Co-Worker Owned, Inc. Dba Moody'S Collision Centers under EIN 16-1645516 and plan number 002. It reports 298 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240910074249NAL0009512064001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Moody'S Co-Worker Owned, Inc. Dba Moody'S Collision Centers
- EIN
- 16-1645516
- Plan number
- 002
- Location
- Gorham, ME
- Participants
- 298
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,756,684
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,756,684
- Participant contributions
- $596,137
- Total income / additions
- $1,845,844
- Benefits paid
- $386,208
- Administrative expenses
- $51,119
- Total expenses
- $446,981
- Net increase / (decrease)
- $1,398,863
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Valmark Advisers, Inc | RIA | $17,818 | not reported in the loaded dataset |
| John Hancock Life Insurance Co | RECORDKEEPER | $4,110 | $0 |