2023 Form 5500 filing — Moore Excavation Inc. Retirement 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 20241004100920NAL0005610099001) for Moore Excavation Inc. Retirement Plan, reported by Moore Excavation, Inc. under EIN 93-0583943 and plan number 001. It reports 287 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004100920NAL0005610099001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Moore Excavation, Inc.
- EIN
- 93-0583943
- Plan number
- 001
- Location
- Fairview, OR
- Participants
- 287
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,331,029
- Total liabilities (EOY)
- $190,890
- Net assets (EOY)
- $11,140,139
- Employer contributions
- $95,021
- Participant contributions
- $585,324
- Total income / additions
- $3,657,774
- Benefits paid
- $474,099
- Administrative expenses
- $89,801
- Total expenses
- $759,755
- Net increase / (decrease)
- $2,898,019
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sloy, Dahl & Holst, Inc | NONE | $49,799 | not reported in the loaded dataset |
| Aldrich Cpas And Advisors Llp | NONE | $18,750 | $331 |
| The Retirement Plan Company, LLC | NONE | $15,101 | not reported in the loaded dataset |
| Charles Schwab Bank | NONE | $6,151 | not reported in the loaded dataset |