2023 Form 5500 filing — Walter P Moore & Associates, 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 20241003181023NAL0005998915001) for Walter P Moore & Associates, Inc. 401(K) Profit Sharing Plan, reported by Walter P Moore & Associates, Inc. under EIN 74-1554339 and plan number 002. It reports 962 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003181023NAL0005998915001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Walter P Moore & Associates, Inc.
- EIN
- 74-1554339
- Plan number
- 002
- Location
- Houston, TX
- Participants
- 962
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $147,044,675
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $147,044,675
- Employer contributions
- $1,885,053
- Participant contributions
- $7,355,455
- Total income / additions
- $36,817,850
- Benefits paid
- $6,541,278
- Administrative expenses
- $6,879
- Total expenses
- $6,560,716
- Net increase / (decrease)
- $30,257,134
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $22,068 | not reported in the loaded dataset |
| Fidelity Inv Inst Operations Co | RECORDKEEPER | -$34,975 | $0 |