2023 Form 5500 filing — The Moran Group, Inc. 401(K) Retirement 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 20241015181847NAL0029359553001) for The Moran Group, Inc. 401(K) Retirement Plan, reported by The Moran Group, Inc. under EIN 20-0069179 and plan number 001. It reports 418 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015181847NAL0029359553001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Moran Group, Inc.
- EIN
- 20-0069179
- Plan number
- 001
- Location
- Fort Gratiot, MI
- Participants
- 418
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,874,395
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,874,395
- Participant contributions
- $2,099,745
- Total income / additions
- $5,309,910
- Benefits paid
- $2,780,619
- Administrative expenses
- $67,135
- Total expenses
- $2,851,962
- Net increase / (decrease)
- $2,457,948
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $34,584 | $0 |
| Sageview Advisory Group LLC | INVESTMENT/FINANCIAL ADVI | $32,550 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |