2023 Form 5500 filing — 401(K) Profit Sharing Plan For Employees Of Moss Adams Llp & Affiliates
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 20241011123139NAL0038718928001) for 401(K) Profit Sharing Plan For Employees Of Moss Adams Llp & Affiliates, reported by Moss Adams Llp under EIN 91-0189318 and plan number 090. It reports 5,618 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011123139NAL0038718928001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Moss Adams Llp
- EIN
- 91-0189318
- Plan number
- 090
- Location
- Seattle, WA
- Participants
- 5,618
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $534,553,853
- Total liabilities (EOY)
- $61,941
- Net assets (EOY)
- $534,491,912
- Employer contributions
- $23,475,174
- Participant contributions
- $45,044,281
- Total income / additions
- $150,381,727
- Benefits paid
- $25,112,854
- Administrative expenses
- $597,070
- Total expenses
- $25,709,924
- Net increase / (decrease)
- $124,671,803
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $352,610 | $0 |
| Vanguard Advisers, Inc. | NONE | $144,753 | not reported in the loaded dataset |
| Davis Wright Tremaine | NONE | $47,509 | not reported in the loaded dataset |
| Verus | NONE | $40,430 | not reported in the loaded dataset |
| Sweeney Conrad | NONE | $19,570 | not reported in the loaded dataset |