2023 Form 5500 filing — R.T. Moore Co. Inc. 401(K) Profit Sharing 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 20240918135346NAL0001736435001) for R.T. Moore Co. Inc. 401(K) Profit Sharing Plan, reported by R.T. Moore Co. Inc. under EIN 35-0964856 and plan number 001. It reports 1,017 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240918135346NAL0001736435001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- R.T. Moore Co. Inc.
- EIN
- 35-0964856
- Plan number
- 001
- Location
- Indianapolis, IN
- Participants
- 1,017
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,519,501
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,519,501
- Employer contributions
- $1,045,240
- Participant contributions
- $2,425,455
- Total income / additions
- $6,236,665
- Benefits paid
- $1,264,195
- Administrative expenses
- $158,439
- Total expenses
- $1,424,976
- Net increase / (decrease)
- $4,811,689
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ascensus LLC | NONE | $125,494 | $4 |
| Shepherd Financial Investment | NONE | $32,945 | not reported in the loaded dataset |