2023 Form 5500 filing — W.B. Moore Company Of Charlotte 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 20241014112907NAL0045797552001) for W.B. Moore Company Of Charlotte 401(K) Plan, reported by W.B. Moore Company Of Charlotte, Inc. under EIN 56-1818115 and plan number 001. It reports 199 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014112907NAL0045797552001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- W.B. Moore Company Of Charlotte, Inc.
- EIN
- 56-1818115
- Plan number
- 001
- Location
- Charlotte, NC
- Participants
- 199
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,836,281
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,836,281
- Employer contributions
- $268,933
- Participant contributions
- $471,541
- Total income / additions
- $1,873,013
- Benefits paid
- $912,256
- Administrative expenses
- $11,869
- Total expenses
- $925,005
- Net increase / (decrease)
- $948,008
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Trinity Pension Group, LLC | CONTRACT ADMIN | $7,994 | $7,278 |
| Linsco/Private Ledger Corp | BROKER/ADVISOR | $0 | $11,775 |
| Lpl Financial | INVESTMENT ADVISOR | $8,333 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MANAGER | $2,335 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORD KEEPER | $0 | $0 |