Half Moon Advisors, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Half Moon Advisors, LLC)
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, Half Moon Advisors, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Half Moon Advisors, LLC under EIN 13-4038740 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $2,568,405 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Half Moon Advisors, LLC
- EIN
- 13-4038740
- Plan number
- 001
- Plan type
- 2
- Location
- Lantana, FL
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $2,568,405
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20240723113500NAL0006574051001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,568,405
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,568,405
- Net assets (BOY)
- $2,074,264
Income & contributions
- Employer contributions
- $78,760
- Participant contributions
- $27,250
- Total income / additions
- $867,985
Expenses & distributions
- Benefits paid
- $373,819
- Administrative expenses
- $25
- Total expenses
- $373,844
- Net increase / (decrease)
- $494,141
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.