Thos. Moser Cabinetmakers, Inc. 401(K) Retirement Savings Trust — Form 5500 plan (Thos. Moser Cabinetmakers, Inc.)
Plain-English plan 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, Thos. Moser Cabinetmakers, Inc. 401(K) Retirement Savings Trust is a benefit plan reported by Thos. Moser Cabinetmakers, Inc. under EIN 01-0379449 and plan number 001. The latest loaded filing year is 2023. The filing reports 129 participants and $7,390,241 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Thos. Moser Cabinetmakers, Inc.
- EIN
- 01-0379449
- Plan number
- 001
- Plan type
- 2
- Location
- Auburn, ME
- Latest filing year
- 2023
- Participants
- 129
- End-of-year plan assets
- $7,390,241
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 129 | H, C | 20240927124516NAL0001258579001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,390,241
- Net assets (EOY)
- $7,390,241
- Net assets (BOY)
- $6,081,725
Income & contributions
- Employer contributions
- $133,393
- Participant contributions
- $438,198
- Total contributions
- $571,591
- Total income / additions
- $1,785,806
Expenses & distributions
- Benefits paid
- $448,226
- Administrative expenses
- $29,064
- Total expenses
- $477,290
- Net increase / (decrease)
- $1,308,516
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Valmark Advisors Inc | INVESTMENT AD VISOR | $12,826 | $0 | 2023 |
| Downeast Pension Services, Inc. | TPA | $1,150 | $3,182 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $1,450 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Thos. Moser Cabinetmakers, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in ME
- 401(k) and benefit plan filings in Auburn, ME
- Valmark Advisors Inc — Schedule C compensation
- Downeast Pension Services, Inc. — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation