2023 Form 5500 filing — Momar Incorporated Retirement Plan And Trust
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 20251006091816NAL0008541234001) for Momar Incorporated Retirement Plan And Trust, reported by Momar Incorporated under EIN 58-0524461 and plan number 002. It reports 382 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20251006091816NAL0008541234001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Momar Incorporated
- EIN
- 58-0524461
- Plan number
- 002
- Location
- Atlanta, GA
- Participants
- 382
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,334,362
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,334,362
- Employer contributions
- $295,982
- Participant contributions
- $1,336,974
- Total income / additions
- $7,414,982
- Benefits paid
- $2,659,419
- Administrative expenses
- $219,931
- Total expenses
- $2,879,350
- Net increase / (decrease)
- $4,535,632
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rockefeller Capital Management | INV MANAGER | $171,823 | not reported in the loaded dataset |
| Futureplan An Ascensus Company | TPA | $29,233 | not reported in the loaded dataset |
| Howard Moore & Mcduffie Pc | AUDITOR | $17,600 | not reported in the loaded dataset |