Plan5500

Moody'S Co-Worker Owned, Inc. 401(K) Plan — Form 5500 plan (Moody'S Co-Worker Owned, Inc. Dba Moody'S Collision Centers)

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, Moody'S Co-Worker Owned, Inc. 401(K) Plan is a benefit plan reported by Moody'S Co-Worker Owned, Inc. Dba Moody'S Collision Centers under EIN 16-1645516 and plan number 002. The latest loaded filing year is 2023. The filing reports 298 participants and $6,756,684 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Moody'S Co-Worker Owned, Inc. Dba Moody'S Collision Centers
EIN
16-1645516
Plan number
002
Plan type
2
Location
Gorham, ME
Latest filing year
2023
Participants
298
End-of-year plan assets
$6,756,684

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023298H, C20240910074249NAL0009512064001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,756,684
Total liabilities (EOY)
$0
Net assets (EOY)
$6,756,684
Net assets (BOY)
$5,357,821

Income & contributions

Participant contributions
$596,137
Total contributions
$906,021
Total income / additions
$1,845,844

Expenses & distributions

Benefits paid
$386,208
Administrative expenses
$51,119
Total expenses
$446,981
Net increase / (decrease)
$1,398,863

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Valmark Advisers, IncRIA$17,818not reported in the loaded dataset2023
John Hancock Life Insurance CoRECORDKEEPER$4,110$02023

Related Form 5500 pages