Movers Specialty Service, Inc. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Movers Specialty Service, Inc.)

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, Movers Specialty Service, Inc. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Movers Specialty Service, Inc. under EIN 23-2203850 and plan number 001. The latest loaded filing year is 2023. The filing reports 398 participants and $38,279,007 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Movers Specialty Service, Inc.
EIN
23-2203850
Plan number
001
Plan type
3
Location
Montgomeryville, PA
Latest filing year
2023
Participants
398
End-of-year plan assets
$38,279,007

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023398H, C20240905082320NAL0010253475001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$38,279,007
Total liabilities (EOY)
$29,305
Net assets (EOY)
$38,249,702
Net assets (BOY)
$30,120,360

Income & contributions

Employer contributions
$561,945
Participant contributions
$1,840,141
Total contributions
$2,456,592
Total income / additions
$8,766,567

Expenses & distributions

Benefits paid
$607,160
Administrative expenses
$28,200
Total expenses
$637,225
Net increase / (decrease)
$8,129,342

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$23,143$02023
Strategic Advisors, Inc.ADVISOR$5,057not reported in the loaded dataset2023

Related Form 5500 pages