Moneta Group Salary Savings Plan — Form 5500 plan (Moneta Group 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, Moneta Group Salary Savings Plan is a benefit plan reported by Moneta Group LLC under EIN 20-1903821 and plan number 001. The latest loaded filing year is 2023. The filing reports 539 participants and $121,557,183 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Moneta Group LLC
- EIN
- 20-1903821
- Plan number
- 001
- Plan type
- 2
- Location
- Clayton, MO
- Latest filing year
- 2023
- Participants
- 539
- End-of-year plan assets
- $121,557,183
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 539 | H, C | 20240828105319NAL0011742481001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $121,557,183
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $121,557,183
- Net assets (BOY)
- $93,629,897
Income & contributions
- Employer contributions
- $4,919,565
- Participant contributions
- $5,891,836
- Total contributions
- $11,823,073
- Total income / additions
- $29,960,704
Expenses & distributions
- Benefits paid
- $1,963,902
- Administrative expenses
- $66,277
- Total expenses
- $2,033,418
- Net increase / (decrease)
- $27,927,286
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Epic Retirement Plan Services | NONE | $63,257 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $0 | $20,399 | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |