2023 Form 5500 filing — John Moriarty & Associates, Inc. 401k 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 20250611131616NAL0015807233001) for John Moriarty & Associates, Inc. 401k Retirement Plan, reported by John Moriarty & Associates, Inc. under EIN 04-2852561 and plan number 001. It reports 704 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250611131616NAL0015807233001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- John Moriarty & Associates, Inc.
- EIN
- 04-2852561
- Plan number
- 001
- Location
- Winchester, MA
- Participants
- 704
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $104,797,606
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $104,797,606
- Employer contributions
- $1,380,349
- Participant contributions
- $5,073,479
- Total income / additions
- $30,067,860
- Benefits paid
- $7,294,999
- Administrative expenses
- $54,883
- Total expenses
- $7,349,882
- Net increase / (decrease)
- $22,717,978
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $44,883 | $0 |
| Sentinel Pension Advisors | INVESTMENT ADVISOR | $10,000 | not reported in the loaded dataset |