2023 Form 5500 filing — Moss & Barnett Profit Sharing And 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 20241014164232NAL0015310707002) for Moss & Barnett Profit Sharing And 401(K) Plan, reported by Moss & Barnett, A Professional Association under EIN 41-0943845 and plan number 001. It reports 200 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014164232NAL0015310707002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Moss & Barnett, A Professional Association
- EIN
- 41-0943845
- Plan number
- 001
- Location
- Minneapolis, MN
- Participants
- 200
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $133,586,058
- Net assets (EOY)
- $133,586,058
- Employer contributions
- $3,428,547
- Participant contributions
- $1,380,154
- Total income / additions
- $23,684,040
- Benefits paid
- $6,867,446
- Administrative expenses
- $23,763
- Total expenses
- $6,895,132
- Net increase / (decrease)
- $16,788,908
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Waypoint Capital Advisors LLC | NONE | $11,500 | not reported in the loaded dataset |
| Northwestern Mutual Life Ins Comp | NONE | $8,349 | not reported in the loaded dataset |
| Creative Planning LLC | NONE | $7,308 | not reported in the loaded dataset |
| Schwab Retirement Plan Services,Inc | NONE | $5,906 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $167 | $0 |