2023 Form 5500 filing — Mossberg & Company, Inc. Employees' Profit Sharing Plan And Trust
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 20241015105348NAL0016182227001) for Mossberg & Company, Inc. Employees' Profit Sharing Plan And Trust, reported by Mossberg & Company, Inc. under EIN 35-0531750 and plan number 001. It reports 149 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015105348NAL0016182227001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mossberg & Company, Inc.
- EIN
- 35-0531750
- Plan number
- 001
- Location
- South Bend, IN
- Participants
- 149
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,823,012
- Total liabilities (EOY)
- $175
- Net assets (EOY)
- $12,822,837
- Participant contributions
- $174,018
- Total income / additions
- $1,509,933
- Benefits paid
- $1,436,503
- Administrative expenses
- $65,012
- Total expenses
- $1,501,515
- Net increase / (decrease)
- $8,418
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| 1st Source Bank | TRUSTEE | $59,012 | not reported in the loaded dataset |
| Kruggel Lawton Cpas | AUDITOR | $6,000 | not reported in the loaded dataset |