2023 Form 5500 filing — Momentum Agencies 403b 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 20250411141451NAL0012674611001) for Momentum Agencies 403b Plan, reported by Momentum Agencies under EIN 95-1648203 and plan number 002. It reports 932 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 3 · 2023
Filing snapshot
Net assets (EOY)$9.6MReported net assets$9,608,202
Participants932
Provider compensation$24.5K2 Schedule C row(s)$24,537
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250411141451NAL0012674611001
- Plan sponsor
- Momentum Agencies
- EIN
- 95-1648203
- Plan number
- 002
- Location
- Chatsworth, CA
- 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)$9.6M total assets
Net assets$9.6MLiabilities$3.9K
Full reported line items
- Total assets (EOY)
- $9,612,139
- Total liabilities (EOY)
- $3,937
- Net assets (EOY)
- $9,608,202
- Employer contributions
- $155,868
- Participant contributions
- $612,561
- Total income / additions
- $1,698,758
- Benefits paid
- $529,526
- Administrative expenses
- $10,214
- Total expenses
- $543,677
- Net increase / (decrease)
- $1,155,081
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nfp Retirement | FINANCIAL ADVISOR | $0 | $20,560 |
| American United Life Insurance Co | SERVICE PROVIDER | $960 | $3,017 |