2023 Form 5500 filing — Moneta Group LLC Employee Benefits 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 20241015095547NAL0047272992001) for Moneta Group LLC Employee Benefits Plan, reported by Moneta Group LLC under EIN 20-1903821 and plan number 501. It reports 455 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$3MReported net assets$2,986,726
Participants455
Provider compensation$263.1K1 Schedule C row(s)$263,082
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015095547NAL0047272992001
- Plan sponsor
- Moneta Group LLC
- EIN
- 20-1903821
- Plan number
- 501
- Location
- Clayton, MO
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$3.4M total assets
Net assets$3MLiabilities$433.4K
Full reported line items
- Total assets (EOY)
- $3,420,175
- Total liabilities (EOY)
- $433,449
- Net assets (EOY)
- $2,986,726
- Employer contributions
- $3,525,532
- Participant contributions
- $2,337,248
- Total income / additions
- $6,407,164
- Benefits paid
- $5,539,614
- Administrative expenses
- $327,040
- Total expenses
- $5,866,654
- Net increase / (decrease)
- $540,510
Schedule C
Reported service provider compensation
Compensation reported on the 2023 filing, ranked by reported total.
- 1