2023 Form 5500 filing — Moore'S Electrical & Mechanical Construction, Inc. 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 20241014133442NAL0015011939001) for Moore'S Electrical & Mechanical Construction, Inc. 401(K) Plan, reported by Moore'S Electrical & Mechanical Construction, Inc. under EIN 54-1598347 and plan number 001. It reports 816 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014133442NAL0015011939001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Moore'S Electrical & Mechanical Construction, Inc.
- EIN
- 54-1598347
- Plan number
- 001
- Location
- Altavista, VA
- Participants
- 816
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,194,966
- Total liabilities (EOY)
- $1,462
- Net assets (EOY)
- $26,193,504
- Employer contributions
- $786,034
- Participant contributions
- $1,879,711
- Total income / additions
- $6,127,209
- Benefits paid
- $2,106,885
- Administrative expenses
- $118,679
- Total expenses
- $2,269,037
- Net increase / (decrease)
- $3,858,172
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James | INVESTMENT ADVISOR | $58,369 | not reported in the loaded dataset |
| Blue Ridge Esop Associates | CONTRACT ADMIN | $24,196 | not reported in the loaded dataset |
| Alerus Financial, N.A. | NONE | $21,051 | $0 |
| Empower Annuity Insurance Company | RECORDKEEPER | $16,918 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,317 | not reported in the loaded dataset |