2023 Form 5500 filing — C J Moyna & Sons, LLC 401(K) Retirement Savings 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 20241014133008NAL0053708290005) for C J Moyna & Sons, LLC 401(K) Retirement Savings Plan, reported by C J Moyna & Sons LLC under EIN 42-0989447 and plan number 001. It reports 413 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014133008NAL0053708290005
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- C J Moyna & Sons LLC
- EIN
- 42-0989447
- Plan number
- 001
- Location
- Elkader, IA
- Participants
- 413
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,244,628
- Net assets (EOY)
- $26,244,628
- Employer contributions
- $673,289
- Participant contributions
- $1,669,561
- Total income / additions
- $6,224,875
- Benefits paid
- $1,590,832
- Administrative expenses
- $80,342
- Total expenses
- $1,671,174
- Net increase / (decrease)
- $4,553,701
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bankers Trust | TRUSTEE | $80,342 | not reported in the loaded dataset |