2023 Form 5500 filing — The Mosser Group Employee Savings Plan And 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 20241002113332NAL0017085202001) for The Mosser Group Employee Savings Plan And Trust, reported by Wmog, Inc. under EIN 34-1133357 and plan number 003. It reports 151 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002113332NAL0017085202001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wmog, Inc.
- EIN
- 34-1133357
- Plan number
- 003
- Location
- Fremont, OH
- Participants
- 151
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,814,482
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,814,482
- Participant contributions
- $664,144
- Total income / additions
- $3,467,332
- Benefits paid
- $1,794,230
- Administrative expenses
- $44,791
- Total expenses
- $1,839,021
- Net increase / (decrease)
- $1,628,311
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch | INVESTMENT ADVISORY | $30,455 | not reported in the loaded dataset |
| Transamerica Financial Life Insuran | RECORDKEEPER | $14,336 | $0 |