2023 Form 5500 filing — Berchem Moses, P.C. 401(K) 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 20241008105430NAL0016481633001) for Berchem Moses, P.C. 401(K) Retirement Plan, reported by Berchem Moses, P.C. under EIN 06-0902199 and plan number 003. It reports 68 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241008105430NAL0016481633001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Berchem Moses, P.C.
- EIN
- 06-0902199
- Plan number
- 003
- Location
- Milford, CT
- Participants
- 68
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,087,592
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,087,592
- Employer contributions
- $0
- Participant contributions
- $547,481
- Total income / additions
- $3,512,330
- Benefits paid
- $478,884
- Administrative expenses
- $4,962
- Total expenses
- $511,703
- Net increase / (decrease)
- $3,000,627
- Schedule source
- Schedule I