2023 Form 5500 filing — Thos. Moser Cabinetmakers, Inc. 401(K) Retirement Savings Trust
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 20240927124516NAL0001258579001) for Thos. Moser Cabinetmakers, Inc. 401(K) Retirement Savings Trust, reported by Thos. Moser Cabinetmakers, Inc. under EIN 01-0379449 and plan number 001. It reports 129 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927124516NAL0001258579001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Thos. Moser Cabinetmakers, Inc.
- EIN
- 01-0379449
- Plan number
- 001
- Location
- Auburn, ME
- Participants
- 129
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,390,241
- Net assets (EOY)
- $7,390,241
- Employer contributions
- $133,393
- Participant contributions
- $438,198
- Total income / additions
- $1,785,806
- Benefits paid
- $448,226
- Administrative expenses
- $29,064
- Total expenses
- $477,290
- Net increase / (decrease)
- $1,308,516
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Valmark Advisors Inc | INVESTMENT AD VISOR | $12,826 | $0 |
| Downeast Pension Services, Inc. | TPA | $1,150 | $3,182 |
| Empower Annuity Insurance Company | RECORDKEEPER | $1,450 | $0 |