2023 Form 5500 filing — Moca 401(K) 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 20241009124248NAL0019185217001) for Moca 401(K) Plan, reported by The Museum Of Contemporary Art under EIN 95-3433820 and plan number 001. It reports 232 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009124248NAL0019185217001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Museum Of Contemporary Art
- EIN
- 95-3433820
- Plan number
- 001
- Location
- Los Angeles, CA
- Participants
- 232
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,358,076
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,358,076
- Participant contributions
- $447,315
- Total income / additions
- $1,224,041
- Benefits paid
- $630,291
- Administrative expenses
- $54,685
- Total expenses
- $684,976
- Net increase / (decrease)
- $539,065
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions, | RECORDKEEPER | $19,528 | $0 |
| Wells Fargo Clearing Services, LLC | INVESTMENT ADVISORY- PLA | $12,231 | not reported in the loaded dataset |
| The Museum Of Comtemporary Art | PLAN SPONSOR | $8,200 | not reported in the loaded dataset |
| Futureplan By Ascensus | RECORDKEEPERT PA | $7,947 | $15 |
| Green Hasson Janks | AUDIT | $6,800 | not reported in the loaded dataset |