2023 Form 5500 filing — Moses Auto Group Pension 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 20241008155438NAL0035290418001) for Moses Auto Group Pension Plan, reported by Moses Services Company, LLC under EIN 88-1377240 and plan number 001. It reports 397 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008155438NAL0035290418001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Moses Services Company, LLC
- EIN
- 88-1377240
- Plan number
- 001
- Location
- Saint Albans, WV
- Participants
- 397
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,200,489
- Total liabilities (EOY)
- $185,384
- Net assets (EOY)
- $9,015,105
- Employer contributions
- $162,941
- Participant contributions
- $734,831
- Total income / additions
- $1,695,194
- Benefits paid
- $540,447
- Administrative expenses
- $65,035
- Total expenses
- $788,666
- Net increase / (decrease)
- $906,528
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | RECORDKEEPER | $28,265 | not reported in the loaded dataset |
| Forvis | ACCOUNTING | $12,600 | not reported in the loaded dataset |
| M2b Retirement Consulting | TPA | $10,851 | not reported in the loaded dataset |
| Anchor 3(16) | CONTRACT ADMIN | $10,616 | not reported in the loaded dataset |