2023 Form 5500 filing — Momentum Agencies 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 20250411140514NAL0023324257001) for Momentum Agencies Retirement Plan, reported by Momentum Agencies under EIN 95-1648203 and plan number 001. It reports 838 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250411140514NAL0023324257001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Momentum Agencies
- EIN
- 95-1648203
- Plan number
- 001
- Location
- Chatsworth, CA
- Participants
- 838
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,959,538
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,959,538
- Total income / additions
- $531,615
- Benefits paid
- $305,783
- Administrative expenses
- $20,438
- Total expenses
- $326,221
- Net increase / (decrease)
- $205,394
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nfp Retirement Inc | NONE | $0 | $13,657 |
| The Ryding Company | NONE | $6,935 | not reported in the loaded dataset |
| American United Life Insurance Co | NONE | $1,140 | $2,168 |