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, John Moriarty & Associates, Inc. 401k Retirement Plan is a benefit plan reported by John Moriarty & Associates, Inc. under EIN 04-2852561 and plan number 001. The latest loaded filing year is 2023. The filing reports 704 participants and $104,797,606 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $104,797,606
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $104,797,606
- Net assets (BOY)
- $82,079,628
Income & contributions
- Employer contributions
- $1,380,349
- Participant contributions
- $5,073,479
- Total contributions
- $6,622,752
- Total income / additions
- $30,067,860
Expenses & distributions
- Benefits paid
- $7,294,999
- Administrative expenses
- $54,883
- Total expenses
- $7,349,882
- Net increase / (decrease)
- $22,717,978