Moneta Group LLC Employee Benefits 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 LLC Employee Benefits Plan is a benefit plan reported by Moneta Group LLC under EIN 20-1903821 and plan number 501. The latest loaded filing year is 2023. The filing reports 455 participants and $3,420,175 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
- 501
- Plan type
- 2
- Location
- Clayton, MO
- Latest filing year
- 2023
Form 5500 filing history
Each loaded annual filing for this plan. Open one for its full reported snapshot.
- 2023Sch HSch CView filing →
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $3,420,175
- Total liabilities (EOY)
- $433,449
- Net assets (EOY)
- $2,986,726
- Net assets (BOY)
- $2,446,216
Income & contributions
- Employer contributions
- $3,525,532
- Participant contributions
- $2,337,248
- Total contributions
- $5,862,780
- Total income / additions
- $6,407,164
Expenses & distributions
- Benefits paid
- $5,539,614
- Administrative expenses
- $327,040
- Total expenses
- $5,866,654
- Net increase / (decrease)
- $540,510
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation
Reported direct + indirect compensation per provider, ranked. Bars show relative scale.
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