2023 Form 5500 filing — Moore & Giles 401(K) Profit Sharing P&T

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 20241015143231NAL0016633139001) for Moore & Giles 401(K) Profit Sharing P&T, reported by Moore & Giles under EIN 54-0308644 and plan number 001. It reports 133 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

EFAST2 acknowledgement
20241015143231NAL0016633139001
Filing year
2023
Form type
2
Plan sponsor
Moore & Giles
EIN
54-0308644
Plan number
001
Location
Forest, VA
Participants
133
Schedules available
Schedule H
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$15,126,308
Total liabilities (EOY)
$0
Net assets (EOY)
$15,126,308
Employer contributions
$368,043
Participant contributions
$601,196
Total income / additions
$3,536,878
Benefits paid
$198,723
Administrative expenses
$61,764
Total expenses
$272,345
Net increase / (decrease)
$3,264,533
Schedule source
Schedule H

Related Form 5500 pages