2023 Form 5500 filing — Moody Nolan, Inc. 401(K) Profit Sharing 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 20241015164425NAL0030382625001) for Moody Nolan, Inc. 401(K) Profit Sharing Plan, reported by Moody Nolan, Inc. under EIN 31-1256984 and plan number 001. It reports 392 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)$32.8MReported net assets$32,765,732
Participants392
Provider compensation$113.9K5 Schedule C row(s)$113,947
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015164425NAL0030382625001
- Plan sponsor
- Moody Nolan, Inc.
- EIN
- 31-1256984
- Plan number
- 001
- Location
- Columbus, OH
- 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)$32.8M total assets
Net assets$32.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $32,765,732
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,765,732
- Employer contributions
- $782,589
- Participant contributions
- $2,595,308
- Total income / additions
- $8,480,517
- Benefits paid
- $2,151,236
- Administrative expenses
- $33,425
- Total expenses
- $2,184,661
- Net increase / (decrease)
- $6,295,856
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rbc Capital Markets LLC | INVESTMENT ADVISOR | $47,040 | not reported in the loaded dataset |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $22,366 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $17,261 | not reported in the loaded dataset |
| Money Concepts | INVESTMENT ADVISOR | $16,221 | not reported in the loaded dataset |
| Rea & Associates Inc | CONTRACT ADMIN | $11,059 | not reported in the loaded dataset |