2023 Form 5500 filing — Rodefer Moss & Co, Pllc 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 20250106082221NAL0007832433001) for Rodefer Moss & Co, Pllc 401(K) Profit Sharing Plan, reported by Rodefer Moss & Co, Pllc under EIN 62-1690032 and plan number 001. It reports 155 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250106082221NAL0007832433001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rodefer Moss & Co, Pllc
- EIN
- 62-1690032
- Plan number
- 001
- Location
- Knoxville, TN
- Participants
- 155
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,867,251
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,867,251
- Employer contributions
- $333,747
- Participant contributions
- $746,769
- Total income / additions
- $2,602,453
- Benefits paid
- $1,500,227
- Administrative expenses
- $33,666
- Total expenses
- $1,533,893
- Net increase / (decrease)
- $1,068,560
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cw Securities | INVESTMENT ADVISOR | $29,817 | not reported in the loaded dataset |
| Erisa Services Inc | CONTRACT ADMIN | $2,581 | not reported in the loaded dataset |
| Capital Group Retirement Pl Service | RECORDKEEPER | $1,203 | $0 |